Customizing Project Types and Statuses within RealNex CRM allows brokerages to fine-tune their deal tracking for diverse commercial real estate transactions. System Project Types, like the For Sale funnel, have default stages, but team members with the right permissions can customize and add Project Types that mirror unique workflows. This ensures each deal, whether a Sub Lease or Buyer Rep, is captured accurately.
Understanding Project Types and Statuses
Project Types in RealNex CRM segment deals based on transaction nature - For Lease, Buyer Rep, Sub Lease, and more. Each type is linked to a set of Project Statuses that create deal funnels, allowing teams to track opportunities from prospecting through closing.
System Project Types, like For Sale, are locked and cannot be renamed or deleted.
Each type's Project Status can be customized to meet your deal funnel needs.
Creating a Custom Project Type
- From your CRM toolbar, navigate to "Settings > System Tables" and select "Project Setup."
- Click "New Project Type," naming it for your process (e.g., Active Pursuits).
- Click "+ New Status" with your new Project Type highlighted (each Status = Funnel Stage).
- Define the funnel stages (e.g., Suspect, Prospect, Qualified, Meeting Held, Proposal Delivered, Engaged / Deal Created, On-Hold, Dead).
- (Optional) Use the color picker to apply a color gradient to the Project Type.
Editing an Existing Project Type's Statuses
- From Project Setup dialog, locate and select the desired custom Project Type.
- Drag-and-drop to rearrange Status order
- Click the 'edit' icon for each Status to assign a Deal Closing Probability percentage.
- Adjust funnel stages as needed to match your workflow.
Customizing Project Types and Statuses
Project Types and their Statuses are meant to standardize your transactional workflows and are not meant to be changed often to preserve business intelligence integrity.
Single-user CRM databases have full admin control and can customize as needed.
Multi-user CRM databases are admin-controlled. For changes, request assistance from a designated RealNex CRM admin or contact RealNex Support.
Setup Project Types and Statuses early to ensure business intelligence data integrity and establish proper permissions so only authorized personnel alter company-wide transactional workflows.
Conclusion: Tailor RealNex for Your Brokerage Processes
Customizing Project Types and Sales Funnels in RealNex CRM offers commercial real estate teams unmatched process control. Use this feature to align your database with your firm’s exact workflow, ensuring opportunities are tracked, managed, and reported in a way that best supports your brand’s operational excellence.