Pipelines

🏠 Onboarding Pipeline

Every owner in onboarding, by stage. Drag a card to move it β€” synced live with the Onboarding dashboard. Stages auto-advance as workflow steps complete; manual moves (forward or back) always win.
🏠 Onboarding dashboard
Auto-advance: Form Sent (form emailed) β†’ Form Submitted (owner submits) β†’ Ready for Packet (processed) β†’ Docs Sent (packet out for signature) β†’ Signed (all docs signed) β†’ Requested Documents ("Send Required Documents" clicked) β†’ Utilities Transfer (TR-assisted case opened). Manual stages: Portal Invite Sent Β· Waiting for Onboarding Fees Β· Final Set-Up Β· Activated (Rentvine handles portal + payments until go-live β€” drag cards through these by hand).
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