The dashboard is built for your role. An agent sees their own day; owners and admins also see the team’s workload, lead assignment and listing health; builders see their projects and inventory. The Daily brief at the top names the buyers who need you first, and Ask Copilot opens the full brief.
- Workspace: Properties or Projects & Inventory, Smart Publish and Listings.
- Marketing: Marketing Studio.
- Sales: Leads, Follow-ups, Site Visits, Inbox and Requirements.
- Partners: Channel Partners, for builder and agency teams.
- Insights: Analytics.
- Copilot, the AI assistant for your day-to-day work. See Ask Copilot about your work.
- Team, in agency and builder team workspaces, for people with access to it.
- Help and Settings sit at the bottom of the sidebar.
On a phone, Dashboard, Leads, Copilot and Follow-ups are always on the bottom bar, with Copilot in the middle. Everything else is under More.