Add your own client fields
Questions your team keeps on every client, beside the brief: whether the pre-approval is in, the reservation deposit, the next follow-up.
Who it is for
Every planBrokerage ownerBrokerage adminIndependent agent
Where to find it
- Brokerage dashboard: Settings › Client fields
- Agent dashboard: Clients › Client fields
How to do it
Press + Add field, or Add from suggestions for ready-made ones (Pre-approval received, Reservation deposit, Next follow-up and more).
Give it a name and a kind: short or long text, a number, an amount in USD, a date, one choice, several choices, or Yes/No.
Choose which pipelines' clients it is for, whether it is asked when a client is added or required, and whether it shows on the board card or as a column (up to three each). At a brokerage, a field can be kept to owners and admins.
Required: a client can't be saved without it, on the form or through Claude. A website inquiry or an import is never blocked; the client page says it is missing. A field kept to some pipelines is required once the client is in one of them.
Renaming a field or an option keeps every answer. Archive hides a field and keeps its answers; only an archived field can be deleted.
Or ask Claude
“Add a Yes/No client field called Mortgage pre-approved”
With the Lead Brunch connector, Claude does the same from a sentence. How the connector works
More in Clients
- Add a client and their briefWith a budget, areas, bedrooms and goal, Lead Brunch shows which listings fit them.
- Track which stage each client is atEvery client sits in a pipeline (Pre-construction sales, Resale, Leasing) at a stage, from New lead to Won or Lost.
- Add a client's deals: property, value and commissionA deal is one property or unit a client is buying or renting. Each has its own stage, so a client with two deals is followed on both.
- Fill in a client's details and filter by themYour team's own client fields sit under More details on each client.
- See the pipeline report: value at each stage, conversion and dropsHow many deals and how much sales value or commission sit at each stage, how many went on, and where they dropped out.
- See commission billed against your targetWhat was billed this month, quarter or year against the target, what is still to bill and where an even pace would be today.