Support Center
Find answers, guides, and documentation.
/
← All categories
📊 CRM & Leads
How AI analyzes and responds to leads in your real estate CRM
How AI analyzes and responds to leads in your real estate CRM — get instant insights, draft emails, and draft SMS personalized to every lead.
How real estate lead scoring works in your CRM
How real estate lead scoring works — every lead gets a number from your forms and pipeline activity, so you always know who to call first in your CRM.
How the default CRM pipeline works for real estate leads
How the default CRM pipeline organizes every real estate lead by stage, from New Lead through Closed Won — pre-built for sellers, buyers, and rentals.
How to add notes, tasks, and files to a lead in your CRM
How to add notes, tasks, and files to a lead in your CRM — quick notes, due-dated tasks with email and SMS reminders, plus the files attached automatically.
How to automate follow-up tasks in your real estate CRM
How to automate follow-up tasks in your real estate CRM — turn on rules that catch cold leads, golden alerts, and abandoned forms before you forget.
How to move leads through pipeline stages in your CRM
How to move leads through pipeline stages in your CRM — drag-and-drop on the kanban, bulk moves, automatic upgrades, and the timeline log of every change.
How to track lead activity in your real estate CRM
How to track lead activity in your real estate CRM — the lead activity log records every email, call, note, task, and stage move on every lead automatically.
How to use the SiteStakes CRM to manage real estate leads
How the SiteStakes CRM organizes every real estate lead by pipeline stage and score, so 'who do I call next' is a one-glance answer instead of an inbox guess.