How Agents Add to the Sales Pipeline and Transfer Them to the Rainmaker

Step 1: Agents Access the Sales Pipeline

1. Agents log into their account.

2. Click Dashboard (as usual).

3. From the left-hand menu, select Sales Pipeline.

Step 2: Add a New Pipeline Opportunity

1. In the top-right corner of the Sales Pipeline, click New.

2. Agents should enter any buyer or listing they are currently working with that is:

   • Not yet active

   • Not under contract

Required Information to Enter

Agents will complete the following fields:

• Date

• Buyer or Listing

• Price

• Commission

• Primary Source

They will also enter:

• Client Information

• Property Information

• Pipeline Stage:

  • Nurture

  • Appointment Set

  • Appointment Held

  • Appointment Taken

  • Sold

  • Out

Step 3: Set Pipeline Rating & Follow-Up Reminder

1. Select a Pipeline Rating, such as:

   • Buying/Selling this month

   • Next month

   • Two months out, etc.

2. Optional: Set a Follow-Up Reminder

   • Select Yes

   • Choose a date

   • This will trigger:

     • An email reminder

     • A notification in the Notification Center
       (e.g., “Don’t forget to check in on 123 Main Street.”)

Step 4: Transfer the Opportunity to the Rainmaker

1. Once the opportunity is saved, click Actions.

2. Select Transfer.

3. Choose Transfer to Rainmaker.

At this point, ownership moves to the Rainmaker.

Step 5: Rainmaker Reviews Transferred Opportunities

1. Log into the Rainmaker account.

2. Click Sales Pipeline from the left-hand menu.

3. Click Filter and select Transferred.

This view shows all opportunities sent from team agents.

Step 6: Convert to a Listing or Transaction

1. Click Actions on the transferred item.

2. Select Listing / Transaction.

The information entered by the agent will already be populated.

Complete the Remaining Fields

• Status (Active or Pending)

• Transaction Type (Listing or Buyer)

• Unit Goal (if applicable)

• Contingent on Another Sale (Yes/No)

• Income Amount

• Cost of Sale

Step 7: Assign the Sale to the Agent

This step is critical.

1. Under Whose sale is this?, select the agent’s name.

2. Enter the agent’s commission percentage (e.g., 30%).

3. If splits apply, enter them here.

4. Click Submit.