Understanding Your Dashboard
Navigate the dashboard, pipeline widget, today's priorities, and activity feed.
Your dashboard is the command center. It shows everything that needs your attention right now.
Pipeline Widget: A visual overview of all your active listings grouped by status (Active, Conditional, Pending, Sold). Click any listing to jump to its detail page.
Today's Priorities: AI-curated list of what matters most today: overdue tasks, today's showings, hot leads requiring follow-up, and compliance deadlines.
Activity Feed: Real-time log of what happened across your CRM: new contacts, showing confirmations, emails sent by your AI agents, form completions, and status changes.
AI Recommendations: Your AI agents surface actionable suggestions: contacts to follow up with, listings that need attention, and opportunities you might miss.
Quick Actions: One-click buttons for common tasks: new contact, new listing, new showing request, and new task.
Navigation: The sidebar organizes everything into groups: Main (Dashboard, Contacts, Listings, Showings, Calendar, Tasks), Content (Content Engine), Newsletters (AI Agents, Campaigns, Editorial, Greetings, Automations), and Admin (Forms, Property Search, Import, Settings).
More in Getting Started
Creating Your Magnate360 Account
Sign up, verify your email, and complete the onboarding wizard in under 5 minutes.
Importing Contacts from Another CRM
Import contacts via CSV from Follow Up Boss, kvCORE, Sierra Interactive, or any CRM that exports CSV.
Creating Your First Listing
Add a property listing and walk through the 8-phase workflow from intake to MLS submission.
Keyboard Shortcuts and Command Palette
Navigate Magnate360 faster with Cmd+K search, keyboard shortcuts, and quick actions.
Using Magnate360 on Mobile
Access your CRM on iPhone or Android — responsive web app with full functionality.
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