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This template consists of:

  1. a public page with all the properties in your portfolio

    Saffron Realty Group

  2. this dashboard for your team, in which you can track viewing requests and incoming leads and track deals until close. </aside>

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↓ Your clients’ pipeline in one view. Track them from Lead to Offer. Open each card to take notes for each client.

Clients

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↓ A view of your Clients’ database above that only shows the new leads that have been added via the Property Request form.

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↓ A view of your Clients’ database above that only shows the viewing requests that have been added via form.

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