I’m a sales rep4 min read
Keep your portfolio without losing track
Turn every conversation into a status, a note and a next action.
You need listings assigned to you. Changes are made in each contact’s sales card.
- Search by name or town.
- Filter by status: all, new, contacted, interested…
- Each listing in your portfolio: tap it to see its details, add notes and set the next action.
Step by step
Find the contact
Open «Cartera», search by text or filter by status. Use «Mapa» to group visits by distance. Tap a marker or a row to open the sales card.
Read before you call
Check the contact details, the history and what’s missing from the public listing. That way you won’t repeat questions or an offer the client has already turned down.
Record what happened
After the contact, choose the matching status: new, contacted, interested, visited or lost. Add a specific note; it’s saved with the date and keeps the earlier ones.
Leave a next action
Set a date and the reason to come back: «confirm the photo», «review the offer» or «visit after opening». Save. That date automatically puts the listing in the right group in «Hoy».
If something doesn’t go as expected
I can’t mark it as «Ganado» (won)
The sale is confirmed by the payment. The won status and the commission are recorded when the payment is confirmed, not by a manual change from the sales rep.
It doesn’t appear where I expected in the agenda
Check the saved date and whether the contact is still open. The agenda works by day, not by hour.
Your agenda will show what to do, when to do it and what happened before.
Before you call it done
Your progress is only saved in this browser. You don’t need an account.