under a different platform I was using a transaction management that provided several columns. For Example in Column #1 was the Lead, #2 Customer, #3 active client, #4 under contract #5 closing etc. You could drag and drop the "lead" to the next column as the transaction evolved all the way to settlement where it calculated your commission and added it to your overall transaction performance and goals.
Also a section to have anniversaries, bdays and home buying anniversaries ready to alert us and send out an email/ecard.
You can create custom stages for your pipeline with the Pro+ or higher plans. I added a couple of articles below that will show how to customize transactions.
Create new stages:
Update stages (drag and drop):
Add custom dates:
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