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Opportunities.

Work inbound leads from your public site and convert them into deals.

In ListingStack, an opportunityis a lead — someone who's shown interest but isn't yet under contract. Most opportunities arrive automatically from your public agent site, but you can also create them by hand for phone-in inquiries or walk-ins.

Where opportunities come from

  • Inbound from your public site — any contact form submission on /a/<your-slug> creates a new opportunity and a matching contact (if the email is new).
  • Manual entry — pick a contact, add a source and message, and it's in the pipeline.

Opportunity status

An opportunity moves through these statuses:

  • new — just arrived, not yet contacted
  • contacted — you've reached out
  • qualified — they're a real buyer/seller and worth working
  • converted — escalated into a deal
  • lost — not going anywhere

The dashboard's "New leads this week" card counts opportunities with status in new/contacted/qualified created in the last 7 days, so the moment you convert or lose an opportunity, the metric updates.

Working an opportunity

The opportunity detail page has everything you need in one view:

  • The contact's name, email, and phone with one-click actions
  • The original message / source that brought them in
  • Status dropdown to advance them
  • A full activity timeline — every email you send, every status change, every note
  • A Convert to Deal button for when things get serious

Replying to an opportunity

Next to the contact's email, you'll see two buttons: Reply and Email.

  • Reply is a plain mailto:link. It opens your default mail app with the contact's email pre-filled. Sends and replies live in your own inbox. Nothing gets logged in ListingStack.
  • Emailopens an in-app compose modal. You type subject + body and the email goes out via ListingStack. It's logged as an activity on the opportunity timeline, and you get open-tracking so you know when they read it. Replies come back to your real email inbox.

The two coexist on purpose. Use Reply for quick, conversational back-and-forth where you want the thread to live in your mail client. Use Email when you want a record in the CRM — first outreach, follow-ups, anything you want to show up in the opportunity's timeline.

Converting to a deal

When an opportunity becomes a real transaction, click Convert to Deal. You'll pick the listing (if one applies), set a projected close date, and the deal shows up in Dealswith a full task checklist ready to go. The opportunity's status flips to converted.

TipActivities logged on the opportunity include the full email body you sent. Click an entry in the timeline to expand it and see exactly what you wrote — handy when a conversation has gone quiet and you need to recall context.