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PivotPB Salesforce CRM - Training Documentation

This guide covers how to use the PivotPB Salesforce CRM, built for buyer's agents managing the full client journey from initial lead through to property purchase and commission settlement.

The Client Journey​

Sat Cancelled / No Show Yes Rejected New Lead Created Qualify & Contact Book Appraisal Meeting Meeting Outcome Configure Fee Structure Create & Send Proposal Share Brochures Generate Contract Client Signs Contract Convert Lead to Client Enable Client Portal Property Search & Inspections Client Provides Feedback via Portal Property Purchased Create Commission Calculation Submit for Approval Approved? Invoice & Settlement

Key Concepts​

Lead - A prospective client who hasn't yet signed with us. Leads progress through statuses like New, Contacted, Meeting Booked, Meeting Done, Warm, Cold, etc.

Client - An active client who has signed a buyer's agent agreement. Client records track the full journey through searching, offers, exchange, and settlement. (This is the renamed Salesforce "Opportunity" object.)

Contact - A person record. Can be a client, referral partner, or advisor. Contacts persist after lead conversion.

Property - A property listing, potentially linked to REA data. Can be marked as "Interested" or "Purchased" for a client.

Fee Structure - The agreed fee arrangement with a client. Supports percentage, flat, performance-based, and investment fee models.

Document - A proposal or agreement document created from WordPress templates, viewable online, and signable by clients.

Brochure - A property PDF uploaded to the system with page-level tracking analytics when shared with clients.

Commission Calculation - The full breakdown of commission splits, expenses, and payments after a property purchase.