Overview

When you are looking at client activity or a client profile page, you’ll see a dropdown with the Client Stage. 

Client stages help you see at a glance where a client is in the home-buying process. Below is a list of all possible stage options: 

• On Hold

• Browsing

• Actively Showing

• Offer Made

• Offer Approval

• Pending Closing

• Closed

Update Client Stage

To update the stage a client is in, simply click the dropdown and select the appropriate option. Changes will automatically be saved. 

Still need help? Reach out to us at helpme@ruuster.com and we’d be happy to assist!