Management
Useful forms
Choose a form from the menu, then Open / Print / Download.
Dashboard
Pipeline, activity, and follow-ups at a glance. Swipe the board sideways for all six stages.
Pipeline Overview
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.
Listings
Saved searches and listing interest linked from Save to My CRM.
Deals
Active pipeline — everything not Closed yet.
Closed Deals
Wins and closed clients only.
Calendar
Showings, appointments, and follow-ups. Tap a day or add an event.
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 open deals.
Alert log
Recent match alerts for your saved searches.
Connect email
Optional inbox connect for drafting client follow-ups.
Connect your inbox (next pass)
Alerts about new listings already go to your Open Market login email — no inbox connect needed for that.
Optional later: connect Gmail so My CRM can draft follow-ups to your clients from your own account. Each agent connects their own inbox; MPG never reads other agents’ mail from your login.
Admin
Agents
Agent Activity
Inactive = no login in 7+ days. Click a column to sort, click an agent for their log.