Leads, forms, listings, and deals — capture through close.
Add, assign, stage, and work prospects from list, board, and detail views.
Prospect search, CSV import, and manual add — three ways to fill the pipeline.
When Flowforce merges vs creates a new lead — forms, import, and manual add.
Open house, listing inquiry, buyer intake, B2B templates, share links, QR, and kiosk.
Assignee, cadence on submit, enrich, verify, and default listing settings.
iframe embed, HTML POST, listingPublicId, and embed kit pageUrl attribution.
Tablet-friendly ?kiosk=1 mode for in-person sign-in at open houses.
Submissions → Contacted → Meetings → Deals funnel on form detail.
Property records, showings, inquiry forms, and linked leads (real estate).
Bulk import property data at /dashboard/listings/import.
Per-listing embed snippets with listingPublicId for MLS/IDX pages.
Opportunities, stages, revenue, and board view toward close.
Exit criteria per stage so pipeline reports stay honest.
Prevent stale deals from polluting pipeline reports.