Team Dashboard
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Active Listings
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Team Goal
Team Goal Progress
Agent Breakdown
Recent Leads
Closed
Pending
Active
Needs Update (14+ days)
Dead
| Name | Agent | Source | Status | Last Updated |
|---|
Lead Tracker
Add and manage your leads
Add New Lead
My Leads —
Closed
Pending
Active
Needs Update (14+ days)
Dead
| Name | Phone | Source | Type | Status | Added | Actions |
|---|
Activity Tracker
Track your daily activities
Log Activity —
Weekly Summary
| Day | Zoom | F2F | Calls | Events | Social | Appt Set | Appt Att. | Gifts | Leads | Contracts | CRM | Theme | Workout | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Weekly Goals
Zoom: /15
F2F: /10
Calls: /100
Events: /2
Social: /5
Appt Set: /5
Appt Att: /5
Gifts: /10
Leads: /10
Theme: /5
Workout: /3
Meeting Agenda
Monday & Friday Team Meetings (9-10 AM)
Next Meeting:
Your Agenda Items
Bulletin Board
Quick notes & reminders for the team
Post a Note
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Settings
Manage team goals
Annual Transaction Goals
These goals show on the Dashboard agent breakdown.