Assign the work
Make lead and task ownership visible instead of relying on chat or memory.
Growing teams
Give a growing team one shared process and visible ownership.
Use assignments, shared pipelines, fixed roles, permission keys, tasks, activity history, and manager-facing visibility to keep handoffs consistent as responsibilities spread across the team.
A workflow shaped around the work your team owns.
Standardize the handoff
Use shared acquisitions, contract, and dispositions stages so the record carries context forward.
Control access
Use fixed roles mapped to permission keys; custom roles are Planned.
Review activity
Authorized managers can review current dashboards, shared activity, and permission-gated audit information.
Train by role
Onboarding and Help show relevant workflows and skip restricted features.
The workflow in the product
Frequently asked questions
Can acquisitions and dispositions work in the same company?
Yes. The product includes fixed roles and connected workflows for these functions, with access controlled by permission keys.
Can we build custom roles?
Not in the current MVP. Custom roles are Planned.
Can a manager review every team metric?
Managers can review the operational information allowed by their permissions and supported by the current reporting views. Do not assume custom or advanced analytics.