Trellis profile: Real estate

Lookups

Create new Lookup

Lookup Kind Is system Name Slug Actions
Lead type: Home Buyer party_type Home Buyer home-buyer
Lead type: Home Seller party_type Home Seller home-seller
Lead type: Agent party_type Agent agent
Lead type: Broker party_type Broker broker
Lead type: Mortgage Broker party_type Mortgage Broker mortgage-broker
Lead type: Office Manager party_type Office Manager office-manager
Lead type: Other party_type Other other
Source: Landing page source Landing page landing-page
Source: Referral source Referral referral
Source: Open house source Open house open-house
Source: Website form source Website form website-form
Pipeline stage: New Lead stage New Lead new-lead
Pipeline stage: Tried to contact stage Tried to contact tried-to-contact
Pipeline stage: Engaged stage Engaged engaged
Pipeline stage: Appointment set stage Appointment set appointment-set
Pipeline stage: Under contract stage Under contract under-contract
Pipeline stage: Closed stage Closed closed
Status: Open status Open open
Status: Contacted status Contacted contacted
Status: Qualified status Qualified qualified