NEW LEAD: Sarah Mitchell — Referred by Zillow — $485K budget — Westside FOLLOW-UP DUE: Marcus Johnson — Last contact 3 days ago — Call scheduled OVERDUE: Elena Rodriguez — 7 days since last contact — Contract pending DEAL UPDATE: 742 Oak Ave closing moved to 2/14 — Buyer financing approved SHOWING CONFIRMED: 1820 Pine St — Tomorrow 2:00 PM — David Chen PRICE CHANGE: 955 Maple Dr reduced $15K — Alert sent to 3 matched buyers URGENT: Inspection report due today — 310 Elm Ct — Jennifer Park deal TEAM: Agent Rachel Kim closed $1.2M deal — 128 Harbor View BROKERAGE: Monthly volume at $14.2M — 92% of target
Active Leads 24
Closing This Month 5
Overdue Follow-ups 3
Showings This Week 8
|
Pipeline $3.2M
Team Leads 87
Team Closings 12
Team Overdue 9
Agents Active 6/8
|
Team Pipeline $14.2M
Mode:
/leads — showing all active leads (24 results)
# Name Status Budget Area Source Last Contact Next Action Score
01 Sarah Mitchell New $485K Westside Zillow Today Initial call 92
02 Marcus Johnson Active $620K Downtown Referral 3d ago Follow-up call 74
03 Elena Rodriguez Overdue $550K Midtown Open House 7d ago Contract review 88
04 David Chen Active $780K Northshore Website 1d ago Showing 2/2 85
05 Jennifer Park Closing $425K Eastside Realtor.com Today Inspection rpt 95
06 Robert Williams Active $390K Suburbs Cold Call 4d ago Send listings 61
07 Amanda Foster New $1.1M Waterfront Referral Today Needs analysis 89
08 Kevin O'Brien Overdue $520K Midtown Social Media 10d ago Re-engage 45
09 Lisa Nakamura Closing $695K Hillcrest Past Client 1d ago Final walkthru 97
10 Brian Torres Active $340K Eastside Zillow 2d ago Schedule show 68
11 Catherine Reed Active $870K Northshore Referral Today Buyer consult 82
12 James Whitfield Overdue $460K Suburbs Open House 14d ago Last chance 32
13 Diana Morales New $575K Westside Instagram Today Qualify lead 78
14 Paul Henderson Closing $1.2M Waterfront Referral Today Sign papers 99
WATCHLIST — 6 pinned
* Elena Rodriguez HOT 7d overdue
* Jennifer Park CLOSING Insp. today
* Lisa Nakamura CLOSING Final walk
* Amanda Foster $1.1M New today
* Paul Henderson CLOSING Signing
* David Chen ACTIVE Show 2/2
> RECORD: Elena Rodriguez
statusOVERDUE
budget$550,000
areaMidtown
sourceOpen House 1/15
phone(555) 234-8901
emaile.rodriguez@mail.com
last_contact7 days ago
next_actionContract review
notesPreapproved. Wants 3BR.
LEADERBOARD — this month
1Rachel Kim$1.8M
2You$1.4M
3Tom Bradley$1.1M
4Nina Patel$980K
5Jake Morrison$870K
6Cora Liu$640K
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crm> /leads --status active