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.
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
Three quick steps — alerts and client follow-ups.
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1
Listing alerts — already on
New matches for your saved searches go to your Open Market login email. No Gmail connect needed.
Your alert email: —
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2
Follow up a client
Pick a lead with an email below, or tap Compose. Your phone or computer mail app opens with a short draft — send from whatever inbox you use.
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3
Done
That’s it for email today. (Optional later: draft from inside My CRM via your own Google account — not required for alerts or follow-ups.)
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.