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CRM setup: boards, fields and tasks

Creating SiftLine boards

Build a deal board from scratch, add the phases your pipeline actually uses, and choose which address shows on the face of each card.

Help center walkthrough by Kylie Palmer
Read this lesson as a written walkthroughEvery screen and every number, on one pagePrep for Week 3: Sales, live Tuesday, October 20
Lesson checklist

What to keep in mind

Tick each one off once it is true for you. 0 of 2 ticked

‹ SiftLine overviewSiftLine adding and removing cards ›
We build this with you live in Week 3: Sales, Tuesday, October 20, 1 to 4 PM ET. Add it to your calendar.
Live every Tuesday and Thursday

The 4-Week Deal Flow Workshop, live on Zoom

One 3-hour lesson every Tuesday, 1 to 4 PM ET: data, marketing, sales, then AI. You watch that week's modules first, then we build it with you, your own county on screen. Every Thursday, 1 to 2:30 PM ET, you bring your 5 numbers to the Q&A and we break down where you go next.

Lessons: Tuesdays, October 6, 13, 20 and 27
Q&As: Thursdays, October 8, 15, 22 and 29

Join Zoom when a session is live. Missed one? Watch the replays. Registered? Book your free 30-minute setup call. Not yet? Save your free seat.

The DataSift Real Estate Mastermind Community group on Facebook, with 5.4K members
The DataSift Real Estate Mastermind Community

5,400 investors on Facebook. Post your market and your deal count in the intro thread, then ask anything. The team answers there, and so do the members.

Join the Facebook group