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Automation alerts across leads, follow-ups, proposals and deal stages — in-app and by email.
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Active automations
6
Inbox (6)
- Task overdue: Harborview redline reviewOverdue Task
Due 2 days ago and assigned to you.
3h ago - New lead from the websiteNew Lead
Hugo Brandt — Brandt Retail Holdings, 14-unit retail strip.
20h ago - Lakeshore Mixed Commons moved to Agreement SentDeal Stage Change
Probability increased to 85%.
yesterday - Mercier Retail Row renews in 41 daysContract Renewal
Renewal opportunity is flagged At Risk.
2 days ago - Referral received from Northbridge DevelopmentsNew Referral
Northgate REIT — Burrard Exchange, est. $296,000 ACV.
3 days ago - Kingsway Portfolio marked LostLost Opportunity
Lost on price to Colwyn Property Services.
11 days ago