Pipeline & Lists | Knowledge Base

Pipeline Overview

The Greenfinch pipeline helps you track the status of every property your team is actively prospecting. Think of it as a lightweight CRM built specifically for commercial property services — it tracks where each property stands in your sales process without requiring a separate tool.

Every property in Greenfinch can be assigned a pipeline stage. When you first add a property to your pipeline, it starts as New. As you research, reach out, and advance the relationship, you move it through stages.

Pipeline board access requires a Pro plan or higher. Starter plan users can assign pipeline stages to individual properties but cannot access the kanban board view.

Pipeline Stages

Greenfinch provides the following pipeline stages:

New — Fresh lead, not yet worked. The default stage for newly added pipeline properties.
Qualified — Meets your criteria; deal value has been set.
Attempted Contact — Outreach has started but you have not yet connected with a decision-maker.
Active Opportunity — You are in contact and the sales process is actively ongoing.
Won — Deal closed won. Marked with a green badge on the property card.
Lost — Deal closed lost. Useful for tracking win/loss patterns.
Disqualified — Does not meet criteria. This stage is reversible — you can move a disqualified property back into an active stage if circumstances change.

Pipeline stages are set at the organization level — everyone on your team sees the same stage for each property.

Moving Properties Through Stages

You can change a property's pipeline stage from:

Property detail page — Use the pipeline status dropdown in the property header.
Pipeline board — Drag and drop properties between stage columns in the kanban-style board view (Pro+ only).
List view — Right-click or use the actions menu on any property row.

Stage changes are logged automatically so you can see the full history of how a property progressed through your pipeline.

Working with Lists

Lists let you organize properties into named groups independent of pipeline stage. Common uses:

Territory lists — Group properties by geographic area or sales rep assignment.
Campaign lists — Properties targeted for a specific outreach campaign.
Portfolio targets — Properties managed by the same PM firm for portfolio-style pitching.
Seasonal lists — Properties to target for seasonal services (pre-winter HVAC, spring landscaping, etc.).

Creating and Managing Lists

Select properties in the list or map view using checkboxes.
Click Add to List in the action bar.
Choose an existing list or create a new one.

You can also add individual properties to lists from their detail page. Lists are shared across your entire organization — all team members can view and edit every list with no sharing restrictions.

Viewing Lists

Access your lists from Lists in the sidebar. Each list shows the properties it contains, along with their current pipeline stage and contact count.

Activity Tracking

Greenfinch automatically tracks activity on each property:

When the property was first viewed
When AI research (enrichment) was triggered and completed
When contacts were revealed
When the property was added to a list
Pipeline stage changes (with timestamps and who made the change)
Notes added by team members

The activity timeline appears on the property detail page, giving your team full visibility into what has happened with each property.

The Dashboard (under Sales in the sidebar) shows a point-in-time snapshot of your pipeline — total value and open opportunities — plus period activity metrics (new opportunities, won deals, and close rate) for a timeframe you choose.

CSV Export

You can export properties from any list or pipeline view as a CSV file. Two export tiers are available depending on your plan:

Basic CSV (Pro+) — Includes address, owner name, pipeline stage, and core property data (size, type, year built). Available on Pro and Team plans.
Full CSV (Team+) — Includes everything in the Basic CSV plus contact information (phone, email) and premium enrichment data. Available on Team plans and above.

To export, open a list or filtered pipeline view and click Export in the top-right toolbar. The export runs in the background and a download link is emailed to you when it is ready for large lists.