Keller Williams Command is a dashboard that allows you to optimize, manage, and run your business with simplicity and insight.
Send the sales lead a weekly pipeline report with the filters used.
Your sales lead gets a Monday view of open deal counts and values by stage, with the reporting period and any missing amounts clear.
Reply to pipeline questions with checked CRM figures and filters.
Get a sales pipeline report in the same email thread, with the deal count or value and the filters behind it.