Dashboard
Lead Operations
Task Queue
Follow-ups ordered by urgency
Agent Performance
This month's lead activity
New Leads
Most recently added
Project Overview
Leads
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
Distribute leads
Choose a distribution mode, select one or more agents, and distribute leads evenly.
Select one or more active leads below. Leads already owned by a selected receiving agent are not eligible.
Select leads to distribute
Choose individual active leads, or select all eligible leads. Leads already owned by a selected receiving agent are excluded.
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Agent Activities
All interactions logged by agents
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
| Property | Customer | Agent | Sale Code | Total | Collected | Outstanding | Date | |
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