Your Keystone CRM Map
Where everything lives, and the 5 things you do every day
THE LEFT MENU
💬
Conversations
Every text, call & email
📇
Contacts
The people. Search here first
📊
Opportunities
The deals, as cards
📅
Calendars
Appointments & walkthroughs
✅
Tasks
Your to-do list, due dates
How to get around
1
Find your pipeline
Opportunities → click the pipeline name at the top left → pick 🔥 Seller Leads (Hot). That is your home base.
2
Move a deal
Drag the card to the next stage the moment something changes. The stage IS the status.
3
Work the deal
Click the card and fill in the first 4 sections: Opportunity Details, Property Details, Seller Contract Info, and Tenant & Occupancy.
4
Talk to a lead
Conversations → filter to "Assigned to me" and "Unread." Reply right from the thread.
5
Add a contact (only when needed)
Only for multiple owners or a company-owned property. Add the company as a Business and associate it to the seller contact. Search phone and email first.
6
On the go
Download the LeadConnector app. Same login, same leads, alerts on your phone.
Your daily loop
Do it in this order, every work day☀️
Open
Conversations: clear Unread
✅
Work
Tasks due today
📞
Call
New leads within your time
➡️
Move
Cards to the right stage
📝
Log
Next F/U Date + Next F/U Note
★ Never delete a phone or email — put it in notes
★ Search before you create
★ STOP / DND = stop, right away
Keystone Deals, LLC • Partner Training • CRM Map v3 • Page 1 of 2
How a Lead Moves
What each stage means and what you do there
🔥 Seller Leads (Hot) — your pipelineMove left to right
🚀New LeadA new seller lead is assigned to you. Call within your committed time.
📞Attempting To ContactCalled, no answer yet. Keep trying: call, text, call again.
❓Follow UpYou talked. Set a follow-up task with a date before you hang up.
💰Made OfferOffer given. Note the price and their reaction on the card.
✍️Sign ContractThey said yes. Move it here. Mike reviews the card and sends the contract.
✅Signed – Send To DispoOnce the contract is signed, the deal automatically moves to Dispo to Close → Finding Buyer.
Dead ends — move it here so the pipeline stays clean:
Rejected Offer
Said no to the number
🚫 Canceled Contract
Signed, then backed out
👎 Pass On Deal
We do not want it
☠️ Lost Deal
Sold elsewhere or gone
▼ Signed deals hand off to Mike
🏆 Dispo to CloseMike takes it from here
🔎 Finding Buyer › 📆 Showings › 💰 Negotiations › ✍️ Buyer Contract › ✅ In Escrow › 🏆 Closed
Keystone team only. This pipeline is not visible to you; Mike handles buyers, title, and closing.
Keystone Deals, LLC • Partner Training • CRM Map v3 • Page 2 of 2