Management
Useful forms
Choose a form from the menu, then Open / Print / Download.
Add lead
Dashboard
KPIs, activity, and follow-ups. Open Pipeline for the full six-stage board.
Pipeline Overview
No leads yet — tap + Add lead, or Search → Save to My CRM with a client name.
Pipeline
All six stages on one board. Swipe sideways on phone — tap a lead for details.
No leads yet — tap + Add lead, or Search → Save to My CRM with a client name.
Leads
Every client on your pipeline in one list.
Contacts
Phone and email for every client on your board. Add a contact to start a New Lead on your pipeline.
Deals
Active pipeline — everything not Closed yet.
Closed Deals
Past wins and closed clients — add old clients here to follow up next year.
Calendar
Showings, appointments, and follow-ups. Tap a day or add an event. Use Google Calendar / .ics for phone reminders; morning + 1-hour emails go to your login.
Add event
Edit saved search
Upcoming
Saved searches
From Search, tap Save to My CRM and enter the client name. New matches email your Open Market login.
Tasks
Follow-ups across your pipeline and past closed clients.
Alert log
Recent match alerts for your saved searches.
Connect CRM calendar to your Gmail
Sync your My CRM calendar into Google Calendar. Gmail is for calendar only — CRM emails stay Metropolitan.
You’re signed in as: —
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1
Get your private sync link
This link is unique to you. Anyone with it can read your CRM calendar — keep it private. Open Market never asks for your Gmail password.
Apple Calendar alternate: use the same link with
webcal://instead ofhttps://. -
2
Add it in Google Calendar (Gmail)
- On a computer, open https://calendar.google.com while signed into the Gmail you want on your phone
- On the left, click + next to “Other calendars”
- Choose From URL
- Paste your private sync link → click Add calendar
- Wait a minute — My CRM showings and follow-ups appear. They keep updating when you change CRM Calendar (Google may refresh every few hours)
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3
Phone
Open the Google Calendar app signed into the same Gmail. Subscribed calendars sync automatically — no extra steps on the phone.
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4
Optional — one event only
On the Calendar tab, each event still has Google Calendar and Download .ics buttons if you only want to push a single showing once.
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5
Email rule
Gmail is for Calendar only. Listing alerts and calendar reminders go From Metropolitan (
noreply@mpgopenmarket.com) to your Open Market login — never to personal Gmail.Client email from My CRM is locked to Metropolitan. Only an Open Market login ending in @metropolitanpropertygroup.com can Compose or open a client mailto. Personal Gmail logins see a block — ask your broker for a Metropolitan address if you need to email clients from here.
Admin
Email alerts (Resend)
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Agents
Agent Activity
Inactive = no login in 7+ days. Click a column to sort, click an agent for their log.
