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J4 Prefabricated Homes CRM
J4 PREFAB HOMES CRM
π Scoreboard
All Leads
π₯ Active
π Rotation
π In Progress
β Add Lead
SALES SCOREBOARD
Click the YTD number to update it, or the goal to set your annual target. The pace marker shows where you should be today to hit the goal by year end. Sold in CRM counts come live from the leads below.
π Homes Sold by Agent (YTD in CRM)
LEAD ROTATION
New leads rotate through the agents in this order β top of the list is next up. Assigning a lead sends that agent to the back of the line. Spanish-only leads always go to Julia. When Julia gets a Spanish lead out of turn, she also moves to the back, so the load stays even.
β Lead added.
ADD A LEAD
Phone, walk-in, sign call, referral β enter it here and it drops into the pipeline and the rotation.
On: a Spanish lead goes to Julia; anything else goes to whoever is next up. Off: leaves the lead unassigned for you to hand out manually.
Lead
Contact
Home & Buyer Details
Assigned To β manual change here is a correction; it does not change the rotation order
Lead Category
Pipeline Status
Sale Value ($) β fills the Sales bar when status = Sold