Crown Coach 2.0 Alpha — Brain v0.2

Add a referral

New lead or historical referral?

Referral type

Client name * Phone or email

Where are things now? * What do we know?

Adds one referral and uses the client's current situation to choose the next action.

How many historical referrals?

Adds relationship credit without creating an active lead or a follow-up task.

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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