Ponds, Activity & Reporting

Ponds (/ponds)

Shared prospect pools. Agents claim available leads into their book. Admins can create ponds and add people.

Activity (/activity)

Team-wide feed of recent notes, calls, emails, and other events. Open any related person from a row.

Reporting (/reporting)

Date ranges (e.g. 7d / 30d) with KPIs:

• New people
• Tasks completed
• Open pipeline
• Won value

Charts cover pipeline by stage, new people by source, activity by type and agent, and deals by status. Export CSV when you need a spreadsheet.