Dashboard
Lead Operations
Task Queue
Follow-ups ordered by urgency
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Agent Performance
This month's lead activity
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New Leads
Most recently added
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Project Overview
Leads
Filter Leads
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Lead Distribution
Allocate project leads to the active agents assigned to this project
Unallocated leads
0
Active leads waiting for an agent
Active project agents
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Distribute leads
Leads are shared evenly, one by one, between the selected agents.
This will distribute all active unallocated leads.
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Unallocated lead preview
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Agent Activities
All interactions logged by agents
Filter
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WhatsApp customer message
Pending for response
Pipeline Stage
Lead Details
Personal & preference info
Log Activity
Record every interaction
Interaction Type
Notes
Activity History
Latest on top · oldest at bottom
No activity yet.
Follow-ups
Pending & scheduled · latest on top
No pending follow-ups.
Pipeline
Sales
| Code | Customer | Paid | Outstanding | ||
|---|---|---|---|---|---|
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Payments
Inventory
Property inventory for this project
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| Property | Customer | Agent | Sale Code | Total | Collected | Outstanding | Date | |
|---|---|---|---|---|---|---|---|---|
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