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.
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 email
Step-by-step: connect your Gmail to Calendar · CRM emails stay Metropolitan.
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1
Your Open Market login
You’re signed in as: —
Listing alerts and calendar reminder emails go to this login. They are always sent From Metropolitan Open Market (
noreply@mpgopenmarket.com) — never from a personal Gmail. -
2
How to connect YOUR Gmail to Calendar (step by step)
Each agent connects their own private Gmail this way. Open Market never asks for your Gmail password. Gmail is used only for Google Calendar — not for sending CRM emails.
Path A — Google Calendar button (easiest)
- In My CRM, tap Calendar in the left menu
- Tap + Add event (or open a day that already has a showing)
- Fill title, date, time → tap Save event
- On the event (or the green “Event saved” banner), tap Google Calendar
- A new browser tab opens on Google — if you are not signed in, sign in with your personal Gmail (the one on your phone)
- Check the event details → tap Save on Google
- Done — that showing is now on your Gmail calendar / phone
Path B — Download .ics (works on phone too)
- On the same Calendar event, tap Download .ics
- Open the downloaded file
- Choose Google Calendar (or Calendar app linked to your Gmail)
- Confirm / Save — the event appears under your Gmail
Every new showing: repeat Path A or B. There is no one-time “link account” switch — each event is added to your Gmail calendar when you tap Google Calendar or open the .ics.
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3
System emails (automatic)
To your Open Market login, From Metropolitan:
- New apartment matches on saved searches
- Morning digest of today’s Calendar events & follow-ups
- ~1 hour before a timed showing or appointment
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4
Email a client — Metropolitan only
Client follow-ups must go out from your Metropolitan / MPG work email, not a personal Gmail.
- Put the client’s email on the lead (or pick a lead below)
- Tap Compose follow-up or Email on the lead
- In your mail app, send from your @metropolitanpropertygroup.com (or MPG) account
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5
The rule
Gmail → Calendar only (Google Calendar / .ics). All CRM emails → From Metropolitan, to your Open Market login. Never send client mail from personal Gmail.
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.
