MSP Residential Team Dashboard
Internal use only. Enter the team access code to continue.
Trouble getting in? Ask Jacob or Tony for the current code.
Internal use only. Enter the team access code to continue.
Pick your name so every change you make is stamped in Recent Activity. This is saved on this browser — you only pick once.
Drop in the notes and it will match them to deals already on the board, pull out any numbers it recognises, and show you the changes before anything is saved.
Everything touched since the date below — ready to read out in the meeting or print as the agenda.
Task due dates and deal milestones, in Outlook or on your phone.
Pick a list and a paper size. Any filters you've set on that tab are carried through.
Anything deleted can be put back here. Restores sync to the whole team.
A full copy of the board is saved automatically once a day. Restore any of the last 30 days.
Checking that this dashboard can reach the shared database and save to it.