Settings
HaMakor CRM configuration
Journey Client Stages
1Initial Enquiry
2Contacted
3Discovery Call Booked
4Needs Assessed
5Property Search / Agent Introduction
6Offer / Negotiation
7Mortgage & Finance
8Legal Review
9Contract Stage
10Completion
11Settling In
12Closed / Dormant / Lost
Partner Client Stages
1Application Received
2Initial Review
3Due Diligence
4Interview / Call
5Approved
6Agreement Sent
7Agreement Signed
8Active Partner
9Suspended
10Rejected