Ah, the Pipeline – the pulsating heart of Realcore, injecting vitality into your transactions! Imagine it as your trusty sidekick, keeping your tasks and projects organized and right on the tip of your nose. So let’s explore how to master the art of Pipeline Management!

Create Pipeline Transactions for Available Listings

Alright, picture this: your properties and spaces strutting their stuff on Realcore, flaunting their worth to your practice. Now, the Pipeline swoops in to make managing them a breeze. Take notes, set reminders, and follow up like a pro. It's like having a personal assistant, but without the coffee runs!

Include Expected Transactions

Psst, here's a pro-tip: don't leave those anticipated transactions hanging! Pop them into the Pipeline, ensuring that the right gears are turning, and nothing slips through the cracks. After all, we don't want your deals playing hide-and-seek, do we?

Add Renewals

Ah, renewals – the sneaky little ninjas of transactions. They lurk in the shadows, waiting to pounce when least expected. But fear not! With a quick jaunt to the My Data-Leases page, you can unearth those lease renewals and whisk them straight into the Pipeline. Consider it a game of lease-renewal whack-a-mole, only way more fun!

The Pipeline Dashboard: Your Practice's Command Center

Welcome to the nerve center of your evolving practice – the Pipeline Dashboard! Once your tasks are in, managing them is a walk in the park. It's like having your own personal cheerleader, rooting for your success with every click and swipe.

So, there you have it – the secret sauce to mastering Pipeline Management in Realcore. With a dash of know-how, you'll be riding the wave of success in no time!

As always, our dedicated support team is here to assist you and your team in any way we can. Should you have any questions, encounter challenges, or require further guidance, please don't hesitate to reach out at support@realcoreapps.com.

We also encourage you to join us for our monthly review calls! No RSVP is ever required - just join! Times, dates, and links can be found here.