Crown Coach 2.0 Alpha — Brain v0.2

Activity Composer

Complete Activity

Realtor What happened? Duration Outcome

Notes Add any useful context.

Meeting details are required when the outcome is “Meeting scheduled.”

Meeting date * Meeting time * Meeting location * Meeting type *

Why are you meeting? *

Realtor Management

Add Realtor

First name * Last name * Brokerage * Owner Phone Email Buy sides Position title Initial stage Relationship type

Notes

Realtor Management

Batch Upload Realtors

Upload a CSV using the Crown template. Required columns: First Name, Last Name, and Brokerage.

Choose CSV File

Row	Realtor	Brokerage	Owner	Stage	Status

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