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Pipeline Summary
Recent Activity
| Contact | Type | Temp | Score | Source | Created | Last Contact | Stage |
|---|
My Listings
Add Property
These contacts have "Monthly Newsletter" checked. To add someone, edit their contact and check the box.
Sequences
Enrolled Contacts
Gmail Settings
Pipeline Value by Stage
Lead Conversion Funnel
Leads by Source
Leads by Type
Temperature Breakdown
Import Contacts
From Market Leader or any CRM CSV export
Click to select CSV file
Import MLS Listings
Import past sales & active listings from your MLS text export
Click to select MLS CSV file
Supports: NMAR/Flexmls text export. Photos, prices, status, beds/baths imported automatically.
⚠️ Danger Zone
Use these to clear data before re-importing. Cannot be undone.
CRM Appearance
Rename your CRM and customize the colors
Color Presets
Change Password
Update your login password
Backup & Restore
Download your database or restore from a backup
Save this file somewhere safe — iCloud, Google Drive, USB drive. Do this regularly!
Restore from Backup
🔄 Sync Local → Server
Push any contacts stored only in this browser up to the database. Use this after re-importing your CSV to make addresses permanent.
🧹 Remove Duplicate Contacts
Finds contacts with the same email or phone number and removes the duplicates. Keeps the record with address data. Safe to run anytime.
Team Members
Add team members who can log in and access the CRM with their own account