Wholesale Desk — Shared CRM

WholesaleDesk Missing config

St. Johns / surrounds · Shared live CRM · Kanban · Calendar · Lead Central

⌕ Search leads

Research only · You dial · TCPA/DNC on you · Assignment floor $5k+ · Live sync via Supabase

Lead

Stage

Compare

PW —

Zillow

$

Realtor

$

Owner

Call notes

Owner

—

Phones

Emails

Mailing

Same as property

Next action

Last touch

To-Dos

Quick outcomes

Call intake

Address

—

Who I spoke to / other owners

Motivation

Occupancy

Condition / repairs

Mortgage / liens

Balance owed

$

Asking / lowest cash

$

Close by

Access

Next step (To-Do)

Opens the same To-Do sheet (note + due date)

On Save, this intake is written into the same Notes field on Call. Add any extra sales detail there after.

Numbers (ARV / offer / close)

ARV low

$

ARV mid

$

ARV high

$

Offer low

$

Offer high

$

Assignment floor

$

Closed fee (earned)

$

Closed date

Tax quarter

Expense notes

% of ARV: —

Repairs note

Equity note

CRM property fields

Address *

City

State

ZIP

Parcel

Beds / Baths

Sqft

Year built

Lot

Upload files

Activity log

Append-only. Updated when you tap outcomes or complete To-Dos.

Property photo

Photo URL

One direct image URL per line. First is the cover. Tap the dialer photo for slideshow / expand.

PropWire pack JSON (readonly)

Tags

To-Dos

Follow-ups due · local timezone

Set follow-up

Lead

Quick when

Due date & time

Reason (encouraged)

Follow-up done

Change lead stage

Tag under-contract

Stats

Calls · connect rate · conversion · auto from outcomes

Earnings

Closed · pending · expenses · tax export

Wholesale Desk

Who’s unlocking?

PIN

Edit contact

One per line. Mark DNC on phone lines you should not dial.

Owner

Phones

Emails

Mailing address

Close deal

Closed fee (assignment $ earned)

$

Closed date

Property photo