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 (5d).
Log call
urgent
Contact this new lead today
lead · New lead, no contact yet (10d).
Log call
urgent
Contact this new lead today
lead · New lead, no contact yet (15d).
Log call
urgent
Contact this new lead today
lead · New lead, no contact yet (20d).
Log call
urgent
Contact this new lead today
lead · New lead, no contact yet (25d).
Log call
urgent
Contact this new lead today
lead · New lead, no contact yet (1d).
Log call
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 21 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 22 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 23 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 24 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 25 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 26 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 27 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 28 days.
Send follow-up
high
Follow up — no activity recently
lead · No activity for 29 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
Confirm upcoming visit
visit · Scheduled in 23h.
Open visit
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
Confirm upcoming visit
visit · Scheduled in 0h.
Open visit
high
Add visit feedback
visit · Visit completed without feedback.
Add feedback
high
Deal looks stuck — move it forward
deal · No movement for 18 days.
Open deal
high
Deal looks stuck — move it forward
deal · No movement for 28 days.
Open deal
high
Deal looks stuck — move it forward
deal · No movement for 26 days.
Open deal
high
Deal looks stuck — move it forward
deal · No movement for 24 days.
Open deal
high
Deal looks stuck — move it forward
deal · No movement for 22 days.
Open deal
high
Deal looks stuck — move it forward
deal · No movement for 20 days.
Open deal
high
Deal looks stuck — move it forward
deal · No movement for 18 days.
Open deal
high
Deal looks stuck — move it forward
deal · No movement for 16 days.
Open deal
high
Deal looks stuck — move it forward
deal · No movement for 14 days.
Open deal
high
Deal looks stuck — move it forward
deal · No movement for 12 days.
Open deal
high
Complete overdue task
task · Call back about offer
Open task
high
Complete overdue task
task · Call back about offer
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
medium
Follow up — no activity recently
lead · No activity for 5 days.
Send follow-up
medium
Follow up — no activity recently
lead · No activity for 6 days.
Send follow-up
medium
Follow up — no activity recently
lead · No activity for 7 days.
Send follow-up
medium
Follow up — no activity recently
lead · No activity for 8 days.
Send follow-up
medium
Follow up — no activity recently
lead · No activity for 9 days.
Send follow-up
medium
Follow up — no activity recently
lead · No activity for 10 days.
Send follow-up
medium
Follow up — no activity recently
lead · No activity for 11 days.
Send follow-up
medium
Follow up — no activity recently
lead · No activity for 12 days.
Send follow-up
medium
Follow up — no activity recently
lead · No activity for 13 days.
Send follow-up
medium
Follow up — no activity recently
lead · No activity for 14 days.
Send follow-up
medium
Follow up — no activity recently
lead · No activity for 15 days.
Send follow-up
medium
Follow up — no activity recently
lead · No activity for 16 days.
Send follow-up
medium
Follow up — no activity recently
lead · No activity for 17 days.
Send follow-up
medium
Follow up — no activity recently
lead · No activity for 18 days.
Send follow-up
medium
Follow up — no activity recently
lead · No activity for 19 days.
Send follow-up
medium
Follow up — no activity recently
lead · No activity for 20 days.
Send follow-up
medium
Follow up — no activity recently
lead · No activity for 8 days.
Send follow-up
medium
Follow up — no activity recently
lead · No activity for 7 days.
Send follow-up
medium
Renew mandate
property · Listed 90 days ago.
Open property
medium
Renew mandate
property · Listed 86 days ago.
Open property
medium
Renew mandate
property · Listed 82 days ago.
Open property
medium
Renew mandate
property · Listed 66 days ago.
Open property
medium
Renew mandate
property · Listed 62 days ago.
Open property
medium
Renew mandate
property · Listed 58 days ago.
Open property
medium
Renew mandate
property · Listed 42 days ago.
Open property
medium
Renew mandate
property · Listed 38 days ago.
Open property
medium
Renew mandate
property · Listed 34 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
low
Mark lead as cold
lead · No response after 21d.
Review
low
Mark lead as cold
lead · No response after 22d.
Review
low
Mark lead as cold
lead · No response after 23d.
Review
low
Mark lead as cold
lead · No response after 24d.
Review
low
Mark lead as cold
lead · No response after 25d.
Review
low
Mark lead as cold
lead · No response after 26d.
Review
low
Mark lead as cold
lead · No response after 27d.
Review
low
Mark lead as cold
lead · No response after 28d.
Review
low
Mark lead as cold
lead · No response after 29d.
Review