Overview
Your Salesmate Dashboard is your command center for tracking leads, fulfillment progress, property opportunities, and client communication. This guide explains the most important dashboard views and field definitions to help you make informed, fast decisions.
Dashboard Views
Here are the most common dashboards used by 8020REI clients:
Properties View
Displays all properties in your active BuyBox with current fulfillment and campaign status.
Filters help you narrow by fulfillment phase, campaign type, or lead score.
People/Leads View
Focuses on individuals or companies attached to properties.
Includes disposition status (interested, NYI, sold), last touch, and follow-up tasks.
Deals View
Shows your active pipeline, sorted by stages (New Lead, Engaged, Under Contract, Closed).
Integrated with campaign touchpoints and notes from outreach efforts.
Field Definitions (Key Data Points)
| Field Name | Description |
|---|---|
| Lead Score | A numeric value from 1–10 reflecting how motivated the lead appears. |
| Distress Level | Categorization (High, Medium, Low) based on property and owner indicators. |
| Campaign Status | Current fulfillment status (In Progress, Skipped, Fulfilled, On Hold). |
| Last Contacted | Date of last SMS, call, or email interaction logged in Salesmate. |
| BuyBox Match | Whether this property meets your saved BuyBox criteria. |
| Tags | Labels that indicate lead type, action plans, or contact preferences. |
| Notes | Freeform comments added by your CSM or outreach agent. |
Common Tags You’ll See
NYI: Not Yet InterestedDM Sent: Direct Mail sentSkipped: Property skipped due to filter or pauseOn Hold: Temporarily removed from fulfillment
Filters You Can Use
You can customize your dashboard using filters to:
Focus on leads with high Lead Score
Only show properties in active fulfillment
Identify contacts who haven’t been touched in 14+ days
Quickly view all properties with pending approval
Best Practices for Daily Use
Use filters daily to focus on the hottest leads.
Check tags and notes before calling or texting.
Review Deal Stage regularly to spot delays in your pipeline.
Coordinate with your CSM if you see unclear data or unusual statuses.
Questions?
If you're unsure about a field or notice something out of place in your dashboard, please reach out to your Customer Success Manager or contact support@8020rei.com.