Transaction Manager
Log the date you sent the marketing email. A Google Calendar reminder will be set 30 days later (Mon/Wed/Fri) at 9:05am.
Exports all property data — showings, interest list, tasks, notes — and removes the property from your active pipeline.
Which type of transaction is this property entering?
Which type of transaction is this prospect entering?
Select a previously exported northwood-crm-*.json file. Your current data will be replaced.
This will export all prospect data to a Vault JSON file and remove them from your active pipeline.
Why was this deal lost? (optional — helps spot patterns)