Dashboard
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Pipeline by stage
Weighted forecast
Recent activity
Top deals
Contacts
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| Name | Company | Phone | Location | Buyer | Portfolio | Status | Re-engage | Deals |
|---|
Pipeline
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| Deal | Champion | Product | Buyer | Value | Prob | Weighted | Stage | Close | Loss reason |
|---|
Activities
Revenue targets
Analytics
Sales funnel
Buyer type
Product (Agent vs Flow vs Both)
Lead source
Deal value by stage
Loss reasons
Activity breakdown
Top contacts by deal value
Compliance triggers
Re-engage queue
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Import & Export
Import contacts from CSV
Required: name. Optional: company, email, phone, location, buyer_type, portfolio_sqft, compliance_trigger, trigger_date, reengage_date, status, source, notes, tags
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Click to choose CSV or drag & drop
Export data
Restore backup