Smart Next Actions

Rule-based recommendations for what to do next across your pipeline.

urgent
Contact this new lead today
lead · New lead, no contact yet (20620d).
Log call
urgent
Contact this new lead today
lead · New lead, no contact yet (20625d).
Log call
urgent
Contact this new lead today
lead · New lead, no contact yet (20630d).
Log call
urgent
Contact this new lead today
lead · New lead, no contact yet (20635d).
Log call
urgent
Contact this new lead today
lead · New lead, no contact yet (20640d).
Log call
urgent
Contact this new lead today
lead · New lead, no contact yet (20645d).
Log call
urgent
Contact this new lead today
lead · New lead, no contact yet (20620d).
Log call
urgent
Contact this new lead today
lead · New lead, no contact yet (20621d).
Log call
urgent
Chase overdue invoice
deal · Invoice overdue.
Open deal
urgent
Chase overdue invoice
deal · Invoice overdue.
Open deal
urgent
Chase overdue invoice
deal · Invoice overdue.
Open deal
urgent
Chase overdue invoice
deal · Invoice overdue.
Open deal
urgent
Chase overdue invoice
deal · Invoice overdue.
Open deal
urgent
Chase overdue invoice
deal · Invoice overdue.
Open deal
urgent
Chase overdue invoice
deal · Invoice overdue.
Open deal
urgent
Chase overdue invoice
deal · Invoice overdue.
Open deal
urgent
Complete overdue task
task · Call Olivia Moreau back about the Paris apartment
Open task
high
Follow up — no activity recently
lead · No activity for 20620 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20621 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20622 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20623 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20624 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20625 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20626 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20627 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20628 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20629 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20630 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20631 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20632 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20633 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20634 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20635 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20636 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20637 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20638 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20639 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20640 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20641 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20642 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20643 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20644 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20645 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20646 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20647 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20648 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20649 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20620 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20621 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20628 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 20627 days.
Send follow-up
high
Add visit feedback
visit · Visit completed without feedback.
Add feedback
high
Add visit feedback
visit · Visit completed without feedback.
Add feedback
high
Add visit feedback
visit · Visit completed without feedback.
Add feedback
high
Add visit feedback
visit · Visit completed without feedback.
Add feedback
high
Add visit feedback
visit · Visit completed without feedback.
Add feedback
high
Add visit feedback
visit · Visit completed without feedback.
Add feedback
high
Add visit feedback
visit · Visit completed without feedback.
Add feedback
high
Deal looks stuck — move it forward
deal · No movement for 20638 days.
Open deal
high
Deal looks stuck — move it forward
deal · No movement for 20648 days.
Open deal
high
Deal looks stuck — move it forward
deal · No movement for 20646 days.
Open deal
high
Deal looks stuck — move it forward
deal · No movement for 20644 days.
Open deal
high
Deal looks stuck — move it forward
deal · No movement for 20642 days.
Open deal
high
Deal looks stuck — move it forward
deal · No movement for 20640 days.
Open deal
high
Deal looks stuck — move it forward
deal · No movement for 20638 days.
Open deal
high
Deal looks stuck — move it forward
deal · No movement for 20636 days.
Open deal
high
Deal looks stuck — move it forward
deal · No movement for 20634 days.
Open deal
high
Deal looks stuck — move it forward
deal · No movement for 20632 days.
Open deal
high
Complete overdue task
task · Call back about offer
Open task
high
Complete overdue task
task · Send proposal
Open task
high
Complete overdue task
task · Schedule second visit
Open task
high
Complete overdue task
task · Follow up on financing
Open task
high
Complete overdue task
task · Email property brochure
Open task
high
Complete overdue task
task · Review owner mandate
Open task
high
Complete overdue task
task · Send proposal
Open task
high
Complete overdue task
task · Schedule second visit
Open task
high
Complete overdue task
task · Prepare contract draft
Open task
high
Complete overdue task
task · Email property brochure
Open task
high
Complete overdue task
task · Review owner mandate
Open task
high
Complete overdue task
task · Call back about offer
Open task
high
Complete overdue task
task · Schedule second visit
Open task
high
Complete overdue task
task · Prepare contract draft
Open task
high
Complete overdue task
task · Follow up on financing
Open task
high
Complete overdue task
task · Send brochure to Étienne Garnier
Open task
high
Complete overdue task
task · Prepare visit notes for 10:30
Open task
high
Complete overdue task
task · Review owner mandate — Hugo Bernard
Open task
high
Complete overdue task
task · Draft proposal for Léa Rousseau
Open task
high
Complete overdue task
task · Quarterly pipeline review
Open task
medium
Renew mandate
property · Listed 20710 days ago.
Open property
medium
Renew mandate
property · Listed 20706 days ago.
Open property
medium
Renew mandate
property · Listed 20702 days ago.
Open property
medium
Renew mandate
property · Listed 20686 days ago.
Open property
medium
Renew mandate
property · Listed 20682 days ago.
Open property
medium
Renew mandate
property · Listed 20678 days ago.
Open property
medium
Renew mandate
property · Listed 20662 days ago.
Open property
medium
Renew mandate
property · Listed 20658 days ago.
Open property
medium
Renew mandate
property · Listed 20654 days ago.
Open property
medium
Renew mandate
property · Listed 20638 days ago.
Open property
medium
Renew mandate
property · Listed 20634 days ago.
Open property
medium
Mark as no-show
visit · Scheduled time passed without completion.
Resolve
medium
Mark as no-show
visit · Scheduled time passed without completion.
Resolve
medium
Mark as no-show
visit · Scheduled time passed without completion.
Resolve
medium
Mark as no-show
visit · Scheduled time passed without completion.
Resolve
medium
Mark as no-show
visit · Scheduled time passed without completion.
Resolve
medium
Mark as no-show
visit · Scheduled time passed without completion.
Resolve
medium
Mark as no-show
visit · Scheduled time passed without completion.
Resolve
medium
Mark as no-show
visit · Scheduled time passed without completion.
Resolve
low
Mark lead as cold
lead · No response after 20620d.
Review
low
Mark lead as cold
lead · No response after 20621d.
Review
low
Mark lead as cold
lead · No response after 20622d.
Review
low
Mark lead as cold
lead · No response after 20623d.
Review
low
Mark lead as cold
lead · No response after 20624d.
Review
low
Mark lead as cold
lead · No response after 20625d.
Review
low
Mark lead as cold
lead · No response after 20626d.
Review
low
Mark lead as cold
lead · No response after 20627d.
Review
low
Mark lead as cold
lead · No response after 20628d.
Review
low
Mark lead as cold
lead · No response after 20629d.
Review
low
Mark lead as cold
lead · No response after 20630d.
Review
low
Mark lead as cold
lead · No response after 20631d.
Review
low
Mark lead as cold
lead · No response after 20632d.
Review
low
Mark lead as cold
lead · No response after 20633d.
Review
low
Mark lead as cold
lead · No response after 20634d.
Review
low
Mark lead as cold
lead · No response after 20635d.
Review
low
Mark lead as cold
lead · No response after 20636d.
Review
low
Mark lead as cold
lead · No response after 20637d.
Review
low
Mark lead as cold
lead · No response after 20638d.
Review
low
Mark lead as cold
lead · No response after 20639d.
Review
low
Mark lead as cold
lead · No response after 20640d.
Review
low
Mark lead as cold
lead · No response after 20641d.
Review
low
Mark lead as cold
lead · No response after 20642d.
Review
low
Mark lead as cold
lead · No response after 20643d.
Review
low
Mark lead as cold
lead · No response after 20644d.
Review
low
Mark lead as cold
lead · No response after 20645d.
Review
low
Mark lead as cold
lead · No response after 20646d.
Review
low
Mark lead as cold
lead · No response after 20647d.
Review
low
Mark lead as cold
lead · No response after 20648d.
Review
low
Mark lead as cold
lead · No response after 20649d.
Review
low
Mark lead as cold
lead · No response after 20620d.
Review
low
Mark lead as cold
lead · No response after 20621d.
Review
low
Mark lead as cold
lead · No response after 20628d.
Review
low
Mark lead as cold
lead · No response after 20627d.
Review