Client Hub Walkthrough
Welcome! This guide will walk you through the key features of the Client Detail page, your central command for managing client relationships.
J
Johnathan Doe
j.doe@example.com
Individual
Active Client
0%
Profile Complete
0
Active Deals
0
Transactions
0
Communications
2y 3m
Client Since
Basic Information
Full Name: Johnathan Doe
Email: j.doe@example.com
Address: 123 Main St, Anytown
Client Needs
Budget: $450k - $550k
Bedrooms: 3+
Motivation: Relocating for work
DISC Profile
Primary Style: Influence (I)
Dominance (D)7/10
Communication History
Called to discuss new listing
Just now by Alex Ray
Quick Actions
The Full Picture
Use the tabs to dive deeper into Documents, Activities, MREA Tools, and more to get a complete 360° view of your client.
Documents
Activity
MREA Tools
You're Ready!
You've mastered the Client Hub. You now have all the tools to build stronger relationships and close more deals.