Agent Actions

One stop shop for all sales activities of your agents


Agents do not have to step away from the prospect Timeline to conduct various sales activities – Call the prospect and then playback the call; send an email and receive a response right back in the system; add a task and get a well-timed reminder; add documents; add notes for the project – all from the convenience of a single Action Bar at the top of the page.

One stop shop for all sales activities of your agents


Agents do not have to step away from the prospect Timeline to conduct various sales activities – Call the prospect and then playback the call; send an email and receive a response right back in the system; add a task and get a well-timed reminder; add documents; add notes for the project – all from the convenience of a single Action Bar at the top of the page.

Place, record, and monitor all your prospect calls

Place, record, and monitor all your prospect calls

Send and receive emails

Send and receive emails

Set task reminders to make sure you don't miss the follow up

Set task reminders to make sure you don't miss the follow up

Schedule a tour without leaving the activity feed

Schedule a tour without leaving the activity feed

Upload any documents related to the prospect

Upload any documents related to the prospect

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