Workspace
Clients
AM
UnknownNeeds reviewjohn.doe@gmail.com
43
Score
Activity
Inbound inquiry
Email · 1d ago
Review client file and pending draft.
Next step
AINew inquiry. Review client file and pending draft.
Set the move window so follow-ups stay on time.
No listings yet. Send some from Research — each search becomes a “View listings” button in the email, opening the live portal. You can also attach a file.
Sends go from your Gmail as a reply into John's thread — only when you click, never automatically.