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2️⃣ Platform Overview πŸ“–

2️⃣ Platform Overview πŸ“–

Get to know Courted's navigation bar and what each part of the platform does

Chris Camp avatar
Written by Chris Camp
Updated over 8 months ago

The left sidebar is the Navigation Bar, which you can use to visit different parts of the Courted platform.

In order, the sections are:

  • Overview

    • Dashboard: At-a-glance view of your current recruiting/retention efforts, including everything we recommend you do today. View tasks you've set for yourself, see which agents of yours you have not logged an interaction with lately, and take action on agents in your pipeline.

    • Activity log: View a searchable log of the actions you have taken in Courted, including notes on agents, Status updates, and more.

  • Recruit: track agents who are in your recruiting funnel. View your pipeline, their associated real estate activity, and other groups of agents you are recruiting.

  • Manage: view your own offices, including sales volume, agent roster, and more. Get a full list of agents in your offices (My Agents), and log the last time you checked in with each one. View recent real estate activity for your own agents and congratulate them accordingly.

  • Search

    • Agent Search: find agents to fill your recruiting pipeline, or get deeper insights into your own agents' production

    • Office Search: gain competitive intel on your competitors' offices, including which are declining in sales and/or losing agents

  • Performance: see how many agents you have recruited and what actions your team is taking in the platform.

In addition, you can access your Settings by clicking on your icon (or headshot!) and selecting Settings.

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