Streamline Your Workflow with Our Pipeline Tracking Spreadsheet

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hey guys it's Peggy here with Citrus templates and I wanted to walk through this uh real estate uh CRM in Google Sheets this buyer and seller pipeline tracker um so once you purchase the sheet you'll be able to make a copy of um this uh template and the first thing you want to do is just go through these setup um instructions so in order for one of the features to work you'll need to update this spreadsheet ID in your buyer and seller pipeline so in the seller pipeline it's right here a spreadsheet ID and you just want to copy this ID number here so just copy this and the whole thing after that slash D and then paste it here so it's going to be a completely different number than uh what this is um but you just want to be able to paste that in and that basically allows you to make this link correct so this is the seller pipeline um it just takes you to the next available uh line uh since there's not too many uh contacts in here right now it's not that big of an issue because you can just go find the next available line but when you have a lot of contacts you can just click this add new contact here and then it'll take you all the way to the next new line um just quickly so that's really what that feature does um if you guys have any issues with it feel free to reach out to me um it's it's one of those that it's kind of a nice to have but not absolutely necessary um uh because you can always just scroll down to to find the next available line to put your next contact um there is also a find and highlight feature in here so if you're like you know looking for Howard's information and you've got a lot of people um you can just type in Howard and it'll automatically highlight uh where that person is so just a way to quickly we find information once you you know start getting a lot of leads in here um so then uh so you do the same thing for the buyer pipeline again you just want to copy everything after the slash D um up at the top on that URL and then just paste it uh directly in here and then that will make this new contact work right here so that's that's how that part Works um so that is these first two steps and then then you can start adding your contacts in and also you know you can add edit and figure out the next contact date so what you want to do here is let's say you're adding a contact person you could add their phone number and email in here the lead source that they were that they were coming from and then the new lead date so when was the first time you um enter this information in you know when was the first time you talked with them um and then when was the last time you contacted them so let's say for this one you met them you know December 26th in 2022 then you um last contact them a couple days um you know later on um January 9th and you're gonna you're going to follow up with them in uh in three days so this is the follow-up schedule so you have a couple options just depending on what their situation is you know do you need to contact them the next day or do you need to contact them six months out or maybe you know something you somebody you didn't really connect with and you just like never need to contact them um so this is the follow-up schedule and then based upon that then um the next contact date gets automatically calculated um and then color coded so the purpose of this is to make sure that you only focus on the leads that you need to call immediately or within the next seven days um don't focus on you know stuff that you need to do two months down the line right when when the time comes the sheet will tell you when to contact them so if it is um you know three days away um or let's say like if it's uh one day is um if it's one day away or uh if it's the day that you need to contact them it'll turn yellow if it's past the day that you need to contact them then it'll turn red so some of these people like absolutely need to be contacted you said you were going to contact them and you haven't um so red is it's already past the date yellow is that's the day you said you would contact them and then orange is uh within the next seven days so let's say if this person you know is like a month out then it just turns white you don't need to worry about it because um you know seven days before you know February 8th uh it'll turn orange so the process is it'll turn orange then it'll turn yellow on the day that it needs to be done absolutely needs to be done and then uh it'll turn red if you didn't do it if you didn't update this last contact Day to a new new contact date so that's how this um this next contact date and scheduling works here um and then in addition to that for the buyer pipeline you can also kind of go through this buyer Journey with them like are they pre-approved you can check that off did they sign a buyer's agreement with you are they under contract or are they closed so you can kind of Follow that process and kind of see where all of your clients are in addition to any you know notes about the neighborhood they're looking for a property type and and things like that uh same thing for the seller pipeline it also mirrors that so you can you know um figure out which what uh status they're in are there a new seller um did you already talk with them are are they you know active pending closed um type of seller their contact information same thing with the lead um contact follow-up uh what day you need to follow up with them then there is the seller Journey so um you know did you already do a CNA with them have they signed a listing agreement are they under contract or closed you can also put in their address here and then there is a link automatic link to the map of that address and then just some information about the property any updates and any notes for that property so that's your your seller pipeline um so and then we have the dashboard which kind of just pulls in all the information from these two sheets um and so the pipeline basically gives you an overview of like what's coming down the line right do you have a lot of new leads uh or do you have a lot of active leads like what's going on um in your pipeline so that just gives you a visual of what's in your pipeline um you know how what the categories are for each of the buyer statuses and then where the lead sources are for your buyers and your sellers so like this agent maybe is getting a lot of open house buyers um you know that kind of thing and then under here is basically a dashboard of your of of all the people that are coming up in the next seven days so if they're past the if they're more than seven days away it's not going to show up here but this is basically pulling from these two sheets that um you know these are the people that you really need to contact in the next seven days so you kind of just keep top of Mind of when when their next contact date is uh you know within the the upcoming week um you can also update these uh these lists so the um the seller status and the buyer status um I have another video that shows you how you can add or change these statuses um uh the only thing I wouldn't change is this follow-up schedule uh because that is um pretty much set in terms of the formulas for the next contact date so I wouldn't change this but you can change also up to 10 lead sources so you can add in up to 10 lead sources here and change that and um you know that will move over to these buyer and seller Pipelines um so if you guys have any questions about this um real estate CRM you know pipeline tracker uh feel free to let me know thanks