Thursday, 20 August
Good afternoon, Amelia.
Here is what needs attention across the agency today.
Follow-ups due
7
3 seller leads are high priority
Seller Leads
This month
12
5 valuation requests
Buyer Enquiries
Active
19
6 awaiting response
Viewings
Next 7 days
8
3 scheduled today
Mandates Won
This month
4
Demo conversion tracking
Seller pipeline
From valuation request to mandate
Lead management
Current Opportunities
Lead
Type
Agent
Stage
Next Action
MD
Seller
Amelia
New Lead
Monique Daniels
Somerset West
RN
Buyer
Daniel
Contacted
Ryan Naidoo
Strand
PJ
Seller
Nadia
Valuation
Peter Jacobs
Gordon’s Bay
KB
Seller
Amelia
Proposal
Karen Botha
Somerset West
TM
Buyer
Daniel
New Lead
Thabo Maseko
Greater Helderberg
Interactive demonstration
Hearth & Coast Property is fictional. Lead names,
activity and performance figures on this page are demonstration
data only. Changes are not saved after the page is refreshed.
Manual entry