Agents Dashboard · Roatan Life Real Estate
Agents Dashboard
Waiting for the first sync from the CRM.
Follow up today
Leads that are new, or have had no contact for 2 days or more, show here once the CRM sync runs. Only leads assigned to you in the CRM ever appear on this page.
My pipeline
Agent Pipeline, 8 stages. Each logged contact moves a lead forward: the first to Contacted, the second to Followed up.
All my contacts
Every contact assigned to you in the CRM shows here once the sync runs, with how you can reach each one.
Your closings. Add your closings here. No prices, wire or bank details.
No closings yet. Add one, or they come in from the office boards.