Why Use Projects?
Organize Opportunities
Group related leads and properties together instead of managing them as a scattered list.
Track Progress
Monitor project status, activity, and updates to keep deals moving forward.
Collaborate Effectively
Assign team members, share updates, and keep everyone aligned on priorities.
Maintain History
Every change is tracked, creating a complete audit trail for each project.
Common Use Cases
Development Pipeline
Create a project for each development opportunity you’re pursuing. As you identify potential parcels, add them as leads within the project. Track negotiations, due diligence, and closing activities all in one place.Geographic Focus
Organize projects by region or market. A “Central Florida Acquisitions” project can contain all leads in that area, making it easy to see your pipeline for specific markets.Deal Type
Separate projects by deal type—residential subdivisions, commercial developments, agricultural investments. This helps teams specialize and focus on their areas of expertise.Client or Partner Deals
When working with specific clients or joint venture partners, create dedicated projects to keep their opportunities organized and easy to report on.What Projects Contain
Leads
Leads
The core of every project. Leads represent acquisition opportunities with associated parcels, owner information, financials, and status tracking. Learn more →
Team Members
Team Members
Assign a project lead and team members. Everyone assigned gets visibility into project activity and can collaborate on leads.
Status Updates
Status Updates
Post regular updates to keep stakeholders informed. Mark projects as On Track, At Risk, or Off Track to surface issues early. Learn more →
Activity History
Activity History
Every change—status updates, lead additions, field edits—is automatically logged with who made the change and when.
Files & Documents
Files & Documents
Attach contracts, due diligence reports, maps, and other documents directly to the project.
Classifications
Classifications
Categorize projects by type, development intent, budget range, funding source, and expected ROI for easy filtering and reporting.
How It Works
- Create a project with a clear name
- Add leads as you identify opportunities
- Work the deals through your pipeline
- Post updates to keep your team informed
- Close deals and complete the project
Getting Started
Create Your First Project
Click New Project and give it a descriptive name. Add basic details like project type and budget range. Creating a Project →
Start Adding Leads
Find properties on the map and create leads, or associate existing leads with your project. Managing Leads →
Key Benefits
| Without Projects | With Projects |
|---|---|
| Leads scattered across the system | Leads organized by opportunity |
| No visibility into deal progress | Clear status and activity tracking |
| Team working in silos | Collaborative workspace with updates |
| Manual reporting and tracking | Automatic activity history |
| Hard to find related opportunities | Everything in one place |