We know that your relationships with your contacts and leads are key to your success—and it all starts with a powerful, flexible CRM Dashboard.
Read below to discover what’s new and improved, and learn how to make the most of these exciting features!
The upgraded CRM Dashboard gives you complete control over how you organize and view your database, saving you valuable time so you can focus on growing your business.
Custom Layouts: Seamlessly toggle between a Grid or List view.
Inline Editing: Add and edit critical details—like phone numbers and email addresses—directly on the main dashboard screen.
Filters & Columns: Sort data using custom filters, select the columns that matter most to you, and drag-and-drop them into your preferred order.
Quick Management: Add new contacts, manage CRM tags, and build custom fields straight from your main dashboard view.
Build specialized views so you can focus on the specific segments of your database that matter most.
Use the Filter button to Filter your Dashboard. Once your filters are set, select the Apply Filter drop up menu and select Filter and Save As New View.
Enter a Name for your view in the pop-up window and click Save.
You will now see this view populate and when you select it, your set filters will automatically apply
Manage Views: Hover over any view name and click the three-dot action menu (⋮) to Edit, Duplicate, or Delete it.
Individual Contact: Click + Add Contact, enter the contact’s information in the pop-up window, and click Save.
Bulk Import: Select More Actions at the top of the screen and follow the steps in the Bulk Import Wizard to upload a CSV file.
Inline Quick-Edit: Click the pencil icon next to any field directly on the dashboard to make fast updates.
Full Profile Edit: Click the three-dot action menu (⋮) next to a contact and select Edit. From here, click the pencil icon to upload a photo, change their status, or update contact info. Always click Save when done.
Tags (previously known as Contact Types) help you group and organize your database while streamlining your targeted marketing efforts.
Popular tag ideas: "Luxury Client", "Referral", "First-Time Home Buyer", "Past Client"
Create & Manage Tags: Click Manage Tags in the upper-right corner of the dashboard. Select + Create New to add a tag, or use the action buttons next to existing tags to edit or delete them.
Assign Tags: Edit a contact record, scroll down to the Tags section in the lower-left corner, and choose one or more tags from the dropdown menu.
Remove Tags: Click the X next to any assigned tag to remove it.
Track specialized details specific to your real estate workflow by adding custom fields to your CRM.
Click Manage Custom Fields in the upper-right corner of your dashboard.
Click + Add Section in the slide-out panel, then click the pencil icon to name your new section.
Select + Add Field from the dropdown menu inside that section to build your new custom tracking fields.
Where to Use Them: Open a contact record, scroll down to the Custom Fields section, and click the pencil icon to fill out your fields.
ℹ️ Note: Custom fields created at the company level will also appear here. These company-wide fields are read-only and cannot be edited or deleted.
When you click Edit on a contact from the CRM Dashboard, you will automatically open their full detail page, complete with four powerful tabs:
Manage Communications: Add and track notes, tasks, action plans, and automated email campaigns.
Activity Timeline Widget: View a complete, chronological history of every interaction and action taken by both you and your client over time.
Buyer Portal & Property Watch: Set up an agent-branded portal account for active buyers and configure automated Property Watch searches.
Saved Listings: View properties saved by your client, or manually push recommended listings into their portal.
Closing & Anniversary Dates: Enter past transaction dates and property addresses under Last Transaction. This is perfect for triggering automated home-anniversary email drips!
FinancialBAY Integration: If your brokerage uses FinancialBAY software, click + Create Transaction to launch and manage active deal files directly from the contact record.
Document Storage: Upload and securely save key files, contracts, and documents directly to the client's profile.
Folder Organization: Create custom folders inside the tab to keep all client documentation neat and structured.