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open-house-leads.csv
PDF
purchase-agreement.pdf

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JO
Import the open house CSV and text all 24 leads a welcome message.
AI
Done — 24 contacts created, welcome texts sent.
✓ 24 contacts · 24 texts
JO
Move the 3 pre-approved ones to Active Buyers.
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Done. Kim, Torres, Lin → Active Buyers.
✓ 3 moved
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MT
SC
JP
LR
✓ 50 contacts reached

Communication

MT
Mike Torres
714-555-0192
Buyer
SC
Sarah Chen
562-555-8834
New
JP
James Park
949-555-3301
Hot

Contacts

5
New
3
Active
2
Closing

Pipeline

April 2026
1
2
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Appointments

Call Webb re: offer
Send comp analysis
Follow up Park family
Weekly pipeline review

Tasks

New Lead
SMS
Wait 3d
Call

Workflows

TodayPrefers 3-bed in Irvine. Budget $650k–$750k.
Mar 28Met at Maple Dr open house. Very interested.
Mar 20First inquiry via website form.

Notes

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2.4h
saved every single day
Full Name: Sarah Chen
Email: sarah@email.com
Interest: 3-bed, Irvine
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