Default first tab that lets you view your day at a glance (upcoming tasks, or appointments/events).
“Virtual water cooler” – collaborate with Salesforce users internally, not client-facing, works like Twitter, where you use @ (person’s name) to loop into the discussion.
Visual depiction of your data (pie charts, graphs, funnels etc.)
Leads, incoming via phone or email, leasing or buying interest in a building, or a way to capture general requirements for space.
Individuals that are linked to Accounts, of varying roles (prospect, client, broker, etc.).
or Companies, potentially connected to those Contacts.
Your opportunity pipeline whereby various business lines can capture their pursuits (example: Tenant Reps, Landlord Reps, etc.) *private
Building data (location, type, size, class, etc..)
Vacant units or suites within a Property.
Lease abstract data that captures Account (Tenant) info in Properties.
Recording of sale history of a Property.
Intended to capture the agreement/contractual info a listing broker has for a Property.
Will display events/appointments that you have created within Salesforce (not synched with Outlook).
Your deadline-driven to-dos created in Salesforce
Jot down notes on any of your data (related to an account, contact, etc…) It can be formatted and styled, even to include photos.
*Note: this app menu can be tailored (tabs can be removed or re-ordered).