Real Estate Buyer & Seller Pipeline Tracker - TEMPLATE.xlsx

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3		DO THIS FIRST: Make a copy of this spreadsheet - Click File --> Make a copy DO NOT request edit access to this spreadsheet. Thank you!
4	Welcome to the
5	Real Estate Buyer & Seller Pipeline Tracker!
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7	Step 1. Customize your Spreadsheet
8		Go to Seller Pipeline and copy the Seller Pipelines's Spreadsheet ID into Cell D3_x000a_(example: 12py-y6xgPH7JFt5CjvNYC6VpjGGdJVnyGmRDgjsj8Yk/edit#gid=116740771)
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10		Having issues? Watch this video: https://youtu.be/Fe3w9Jw0c5w
11		Go to Buyer Pipeline and copy the Buyer Pipelines's Spreadsheet ID into Cell D3_x000a_(example: 12py-y6xgPH7JFt5CjvNYC6VpjGGdJVnyGmRDgjsj8Yk/edit#gid=116740771)
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13		Add Contacts: Click the "Add New Contact" Link in the upper left of the buyer and seller pipeline sheets to add a new contact to the bottom of your contact list on your buyer and seller pipeline sheets. If you did the first 2 steps correctly, the "Add New Contact" link will take you directly to the next empty row to add your contact.
14		Edit Contacts: Use the Find & Highlight search feature to quickly find existing contacts to update. Contacts will be highlighted in green.
15		Next Contact Date: This sheet will automatically calculcate your next contact date! Just put in your last contact date and choose when you want to follow up (e.g., 1 day, 1 week, 1 month, etc...). Never miss a follow up again! You can also schedule an annual follow up for past clients.
16		Dashboard: Use the dashboard to quickly see who you need to contact in the next 7 days or less.
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18	Tips for Using This Spreadsheet
19	●	View this example spreadsheet to see how to use it with example data
20	●	Save a blank copy to your account so you can start over if you need to or use a new sheet.
21	●	Some cells are used for calculations and will give you a warning if you want to change it. Changing these cells may affect other formulas and charts, so please do it at your own risk!
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