Dashboard
Lead Operations
Task Queue
Follow-ups ordered by urgency
Agent Performance
This month — open an agent for details
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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