BUILD YOUR WORK LENSES (VIEWS) Same data. Different focus. That’s the power of views. What You’re Doing Today You’re creating one execution-focused view. STEP 1: Create a New Task View Name it something simple: "Today’s Tasks” STEP 2: Apply Filters Assigned to = Me Due date = Today or Overdue Linked to an active deal STEP 3: Save or Favorite It This becomes your default work entry point. REQUIRED REPLY Screenshot of your view One sentence: “This view helps me decide _____.”

CONNECT TASKS TO REAL WORK Tasks without context create noise. Today you fix that. What You’re Doing Today You’re linking tasks to a specific deal, so work is contextual. STEP 1: Open Your Tasks Database Use the existing Tasks area in your CRM. STEP 2: Create 5–8 Deal-Specific Tasks Examples: Order photography Draft MLS description Schedule staging Send client update Each task should be: Linked to the deal Given a due date STEP 3: Complete One Task This is not symbolic. Completion matters. REQUIRED REPLY Screenshot showing tasks linked to your deal One sentence: “This already feels different because ______.”

MAKE TIME VISIBLE Overwhelm comes from invisible deadlines. Today you fix that. What You’re Doing Today You’re adding time awareness to your deal card. STEP 1: Open Your Deal Card Click into the deal you created yesterday. STEP 2: Add Key Dates (Only What Matters) Add date properties such as: Go-Live Date Offer Review Date Ratification Date Closing Date You do not need all of them filled in. STEP 3: Fill One Meaningful Date Pick the date that matters most right now. REQUIRED REPLY Screenshot showing at least one date on your deal One sentence: “The deadline I usually carry in my head is ______.”

TURN YOUR PIPELINE INTO AN EXECUTION LAYER Today you’re activating the Real Estate Pipeline (Listing Command Center). This is where work actually happens. In this system: The CRM remembers The Pipeline executes What You’re Doing Today You’re configuring your Deals / Transactions pipeline so it reflects how listings and active clients actually move. STEP 1: Rename Pipeline Stages Open your Deals / Transactions board and rename the stages to match real work. Suggested stages: Listing Agreement Signed Prep / Coming Soon Active on Market Offer(s) Received Under Contract Closed Archived This is not about perfection — it’s about visibility. STEP 2: Create One Active Deal Add one deal card: Real listing or mock address (totally fine) This card is now: One complete execution record (Client + Tasks + Dates + Notes) STEP 3: Move the Card Once Drag the card to a different stage. That movement is the system acknowledging progress. REQUIRED REPLY Screenshot of your pipeline with stages visible One sentence: “This pipeline will help me stop ______.”