Get the pipeline one-pager by email each evening
One email at 6:30 pm Dubai time on days something moved or came in, with the one-page PDF. Off unless you switch it on.
Who it is for
Every planAgency ownerAgency adminAgency realtorIndependent realtor
Where to find it
- Agency dashboard: Settings › My profile
- Realtor dashboard: Profile › Email
How to do it
At an agency: Settings, My profile, Pipeline one-pager by email. On your own: Profile, Email.
Switch it on. The email shows each pipeline that moved or took something in today, what moved and what is new, with a button to the one-page PDF.
A quiet day sends nothing. You see what Clients › Report shows you: owners and admins every broker, a realtor their own deals.
Or ask Claude
“Email me the pipeline one-pager each evening”
With the Key Deal connector, Claude does the same from a sentence. How the connector works
More in Clients
- Add a client and their briefWith a budget, areas, bedrooms and goal, Key Deal shows which listings fit them.
- Track which stage each client is atEvery client sits in a pipeline (Off-plan sales, Secondary sales, Leasing) at a stage, from New lead to Won or Lost.
- Add a client's deals: property, value and commissionA deal is one property or unit a client is buying or renting. Each has its own stage, so a client with two deals is followed on both.
- Add your own client fieldsQuestions your team keeps on every client, beside the brief: whether the passport is in, the EOI amount, the next follow-up.
- Fill in a client's details and filter by themYour team's own client fields sit under More details on each client.
- See the pipeline report: value at each stage, conversion and dropsHow many deals and how much sales value or commission sit at each stage, how many went on, and where they dropped out.