Sales Pipeline & Tasks
How to use the Sales Pipeline & Tasks
Articles
- Sales Pipeline & Tracking Stop juggling leads and take control of your deal flow. Discover how our visual tracking infrastructure empowers agents to monitor their sales funnel in real time, identify bottlenecks, and accurately forecast agency revenue.
- Calendar Never miss a crucial lead. Discover how to streamline your appointments, deploy automated reminders, and maintain total admin oversight of your team’s schedule using our integrated Smart CRM calendar infrastructure.
- Managing your schedule and tasks Master your daily operations by leveraging the integrated Calendar infrastructure. Learn the step - by - step protocol to deploy new events, assign team accountability, set automated notifications, and strategically link essential assets to keep your deal flow flawlessly organised.
- Syncing your calendar with other Apps
- Daily Action Queue One screen with your actions for today, ordered by what is most likely to make money, each with its reason and one tap to act.
- Nurture and automated follow-up Past clients kept warm automatically: how contacts arrive, the two email streams, Hot-lead detection and the rules that keep it safe. 20 credits a month.
- Rentals Module: Tenants, Tenancies and Maintenance The Tenants pipeline, the tenancy record that runs renewals, rent reviews and deposit compliance, and maintenance tickets. 50 credits per 30-day period, with a free 30-day trial.