TRE CRM
Leads
| Lead Name ↕ | View/Edit | Health ↕ | Lead Found Date ↕ | Preference Summary | Top Listing Options | Agent Assigned ↕ |
|---|
Agents
| Agent Name ↕ | View/Edit | Leads Generated ↕ | Leads Assigned ↕ | Leads Closed (90d) ↕ | Landing Page | Actions |
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| Listings ↕ | Rent Range ↕ |
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🔥 Properties
🔥 Property Specials
| Property Name ↕ | Current Special | Commission Rate ↕ | Expiration Date ↕ | Agent ↕ | Created ↕ | Actions |
|---|
📞 Property Contact Information
| Property Name ↕ | Contact Name | Phone | Office Hours | Actions |
|---|
Document Progress Tracker
Lead Progress Tracking
My Lead Progress
🐛 Bug Tracker
Bug Reports
| ID ↕ | Title ↕ | Status ↕ | Priority ↕ | Page ↕ | Reported By ↕ | Created ↕ | Actions |
|---|
Admin Panel
User Management
| Name ↕ | Role ↕ | Status ↕ | Created ↕ | Actions |
|---|
Audit Log
👤 Lead Details
📝 TRE Internal Comments
👤 Agent Details
Top Listing Options — Lead
0 properties selected
Create ShowCase
Interested Leads - Property
Build Showcase
0 properties selected
Document History
Document Details - Lead Name
Email Preview
To: lead@example.com
Top options hand picked for you
From: agent@company.com
Hi Lead Name,
We have some great fits for you! Go through me and you'll get these perks:
- 🎯 Exclusive access to properties before they hit the market
- 💰 Better pricing through our direct relationships
- ⚡ Priority scheduling for property tours
- 🛡️ Expert guidance throughout your search
Here's a list of options based on what you're looking for. Click which ones you're interested in and hit submit, and then we'll schedule you to go take a look at them!
Best regards,
Agent Name
TRE CRM Team
⚙️ Edit Property - Property Name
Add User
Change Password
Profile Settings
Add New Lead
📞 Add Property Contact Info
🔥 Add New Special
Lead Status
Click anywhere to dismiss
🐛 Report Bug
🐛 Bug Details
📝 Property Notes
📝 Notes: Lead Name
📋 Activity Log
📝 Unit Notes
⚙️ Configure Unit
Physical availability - uncheck if unit is currently leased
Market visibility - uncheck to hide from showcases (unit stays in list but grayed out)