Johnson CRM

Sample Retail Center A sale

Sample Client One / Sale

Lead

Progress

Stage 1 of 6: Lead

Timeline

  1. Lead Current
    Sample date, sample note about this step.
  2. Qualified
    Not started
  3. Showing
    Not started
  4. Offer
    Not started
  5. Under contract
    Not started
  6. Closed
    Not started

Tasks

Related

Google workspace

Connected (sample)

Forms

  • Buyer intake formSubmitted
  • Offer to purchaseIn progress
  • Disclosure acknowledgmentNot sent

Docs

  • Purchase agreement draftGoogle Doc
  • Closing checklistSheet

Responses and signed files are collected into the folder automatically.