Core Features

Dashboard

The dashboard is your central hub for managing daily activities, tracking progress, and staying on top of your real estate business.

Your dashboard is the heart of RealConnectPro, providing a comprehensive view of your daily activities and business progress. Whether you're managing client relationships, tracking tasks, or monitoring your performance, the dashboard gives you everything you need to stay organized and productive.

Getting Started with Your Dashboard 🎯

1. Initial Setup

When you first access your dashboard, you'll need to complete a few essential steps to get the most out of it.

Required Steps:

  1. Import your connections if you haven't already
  2. Set up your business branding
  3. Configure your notification preferences
  4. Review your daily and weekly goals

Branding Setup:

A branding alert will appear if you haven't set up your custom branding. Click the link in the alert to customize your business appearance and maintain a professional image.

Core Features âš¡

Money Making Tasks

Your dashboard organizes tasks into three main categories to help you focus on revenue-generating activities.

Pop Bys

  • View up to 3 pending pop-by tasks
  • See connection details and ratings
  • Track completion deadlines
  • Access full list via "See More" button

Notes

  • Track notes to write for connections
  • View connection ratings and deadlines
  • Access complete notes list when needed

Calls

  • Manage scheduled calls
  • View connection details and ratings
  • Track call deadlines
  • Access full call list when needed

Reminder Manager

Stay on top of important tasks and follow-ups with the built-in reminder system.

Creating Reminders

  1. Click the "+" icon in the reminders section
  2. Enter a title for your reminder
  3. Set the due date and time
  4. Configure notification preferences

Managing Reminders

  • View all active reminders
  • Mark reminders as complete
  • Set up email notifications
  • Track reminder status

Progress Tracking

Monitor your daily and weekly performance with comprehensive progress tracking.

Daily Progress

  • Overall daily completion rate
  • Notes written (completed/total)
  • Pop-bys delivered (completed/total)
  • Calls made (completed/total)

Weekly Progress

  • Overall weekly completion rate
  • Notes written (completed/total)
  • Pop-bys delivered (completed/total)
  • Calls made (completed/total)

Pro Tips

Check your dashboard first thing in the morning to plan your day

Use the reminder system for important follow-ups

Regularly review your progress metrics to stay on track

Set up notifications to never miss a task