Prospect

Marcus Johnson

marcus.j@gmail.com·(614) 555-0142

Source

zillow

Interested In

Harrison Park Apartments #204 — $1,450/mo

Move-in

Aug 1, 2026

Pets

Yes

Received

24 minutes ago

Assigned To

Original Message

Hi, I saw your listing on Zillow for the 2BR on Harrison Park. Is it still available? Looking to move in around August 1st. I have one small dog.

Stage Automation

·Needs Contact2 sent2 queued

Sent & Completed

task

🔶 URGENT (5 min): Call {{first_name}} right now. This lead has not been contacted. Dashboard alert is ORANGE.

Task completed 18m ago· Brittany

task

🚨 ESCALATION (15 min): {{first_name}} is still uncontacted. SMS reminder sent to leasing agent. Notify manager immediately.

Task completed 8m ago· Brittany

Upcoming & Queued

task Up next

🔴 AT RISK (30 min): {{first_name}} has been waiting 30+ minutes with ZERO contact. Dashboard alert is RED. Immediate action required — call, text, or reassign NOW.

Scheduled in 6 min· Brittany

task

Complete required actions for {{first_name}}: (1) Call prospect (2) Send personalized text (3) Send personalized email (4) Log all communication attempts in the system.

Scheduled in 6 min· Brittany

Conversation

Prospect

24 minutes ago

Hi, I saw your listing on Zillow for the 2BR on Harrison Park. Is it still available? Looking to move in around August 1st. I have one small dog.

AIAI DraftPending Review

6 minutes ago

Subject: Re: 2BR at Harrison Park Apartments — Available Now! Hi Marcus, Thank you for reaching out about Unit #204 at Harrison Park! Good news — it is currently available and your August 1st timeline works great (available July 15th). Quick details: • 2BR / 1BA · 950 sq ft · $1,450/month • Security deposit: $1,450 • Pets: dogs under 50lbs welcome with $300 pet deposit — your pup qualifies! • Water & Trash included • 1 assigned parking space included To move forward, I'd love to get you scheduled for a showing. Are you available this Saturday or Sunday morning? I can do 10am or 11am at the property. A couple of quick questions: how many people will be on the lease, and what is your approximate monthly income? (We require 3x rent = ~$4,350/month.) Looking forward to hearing from you! Brittany Lane Monarch Property Management (614) 555-0100

Pipeline Stage

Needs Contact

Changing stage cancels previous SOPs and triggers the new stage automation.

Internal Notes

Visible to your team only

Jordan

@Brittany heads up — Marcus called in earlier, very interested. Said the unit is exactly what they're looking for.

about 1 hour ago

@Jordan thanks — I'll follow up this afternoon.

30 minutes ago

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