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What Is the Calendar? The Calendar provides a centralized view of all scheduled tasks and appointments. It allows you to create, view, and manage tasks and appointments based on their scheduled date and time. Calendar Views Navigate to Calendar. The Calendar ...

What Is the Timeline Page? The Timeline page provides a centralized view of all activities, communications, and interactions associated with a specific lead. It allows you to review lead engagement history and quickly perform common actions without leaving the...

What Is the Lead Profile? The Lead Profile page provides a centralized view of all information associated with a specific lead. It allows you to manage lead details, monitor alerts, action plans, task and appointments organize files The Lead Profile helps you ...

What Is Analytics? The Analytics section provides insights into a lead's property browsing behavior and interests. It helps you understand the types of properties a lead has viewed, their preferred locations, property categories, and building types based on th...

What Is Web Activity? The Web Activity section allows you to view a lead's activity on your website. It provides a detailed history of actions performed by the lead, helping you understand their interests and engagement. Activities are recorded with a date and...

What Are Notes? Notes allow you to record important information, reminders, and updates associated with a lead. They help you maintain a history of conversations, follow-up details, and other relevant information that can be referenced later. Notes are stored ...

What Is Call Log? Call Log displays the call history for a specific lead, allowing Realtors to track and review past calls made or received in relation to that lead, directly from within the CRM. Access Call Log Click your profile icon. Select CRM. From the ...