https://www.loom.com/share/eb79523f2449475eabcf60163b89dace?sid=823e57ed-d520-4d23-b77e-cac906ce0464

🎯 Purpose

Matt explains:

• How to create custom stages inside your pipelines.
• How these stages help organize leads precisely for targeted follow-up within your campaigns.

Pre-Requisite

✅ Watch the “Creating a New Pipeline” video first if you haven’t, as this builds on that step.

Why Create Custom Stages?

• Tailor your pipeline to specific audience segments (e.g., Expireds, FSBO, Community Updates).
• Allow your AI Agent to sort and move leads automatically into the correct stage based on conversation context.
• Create a structure that mirrors your workflow for clarity and consistency.

Step-by-Step: Creating a Custom Stage

1️⃣ Navigate to your desired pipeline (e.g., Expireds Pipeline).

2️⃣ Click “Add Stage.”

3️⃣ Name your stage clearly:

• Example: “Ready in 90 Days” (for sellers planning to relist within 3 months).

  4️⃣ Adjust Advanced Settings to guide your AI: