Chevy — PropFlow

Wireframe — shows the intended shape and functionality; not yet wired to a real backend. Handoff reference for the PropIQ engineering team.

Every name, number, state, and record on this page is realistic EXAMPLE data — nothing here is read from or written to any system, and the controls are shown for shape only (they do not act).

1,241Contacts

46Active opportunities

$1.9MGCI potential

6Unread conversations

Neglect watchdog — 2 hot leads untouched 48h+

K. Liu (32h over) · B. Ford (5h over) — follow-up tasks auto-created onto the Today queue. Thresholds configurable (48h hot / 7d warm / 30d nurture in the reference).

Pipeline

column headers aggregate count + $ volume · Board / List / Grid are one collections primitive in the reference

New Leads — 12-day sprint4 · $86K

R. PatelDay 9/12

investor · source: ADU funnel

est. GCI $29Klast touch 2d

S. OkaforDay 11/12

buyer · source: comment-to-DM “TOUR”

est. GCI $18Klast touch 4h

Active Buyers6 · $121K

J. & A. KimActive · 3mo

touring Sat · pre-approved $1.4M

est. GCI $33Klast touch 1d

D. AlvarezAppt scheduled

buyer consult Mon 10am

est. GCI $21Klast touch 2d

Seller Conversations3 · $74K

M. TorresConsult Wed 4pm

prep pack ready

est. GCI $27Klast touch 8h

The BeckersNurture <9mo

“after school year”

est. GCI $25Klast touch 3d

Past Clients12 · $—

H. NguyenClosed Mar

annual check-in due Jul 28

est. GCI —last touch 11mo

A Day-12 unresolved lead forces the qualify / long-nurture / archive disposition in the reference; a drag between columns is an auditable pipeline-move event. Day 12+ chips warn in red (S. Okafor above).

Contact record — M. Torres

318 Hurlingame Ave (owner) · in CRM since 2024 · source chain: farm postcard → valuation page

Seller propensity 87 — why?Lead score 64 · HIGH · 0–6 mo window

Stage guidance (generated from THIS record): “Consult is Wed. Key fields: timeline (has: ‘after June’), motivation (downsize ✓), price expectation (unknown — ask), competing agents (unknown — ask).”

Timeline — every entry labeled by how we know it

Ran valuation, tuned +$40KDETERMINISTIC · Mon 8:04am

Opened CMA email A-2DETERMINISTIC · Mon 8:06am

In July postcard audience (412 homes) — audience-level only, never “she saw it”CAMPAIGN-LEVEL

Call note (voice memo, transcribed): “kids to college next June, wants to downsize after”HUMAN · 6/12

SMS blocked — quiet hours (compliance)COMPLIANCE_BLOCK · 6/10 9:02pm

Consent gates every outbound action in the reference: outreach is blocked until consent is captured per channel, and compliance blocks are timeline entries too (auditable). No protected-class fields anywhere in this UI.

Smart lists

saved queries, live counts in the reference

No touch 30d + high engagement7

Valuation viewers, no convo4

Hot investors3

New Zillow-refugee leads3

“Work mode” in the reference is a dialer session: contact 1 opens, log inline, one keystroke advances. The Today queue is the master smart list.

Consent & compliance

Every contact carries a per-channel consent panel (call / text / email / mail). Imported contacts default to unknown consent on all four channels — outreach stays blocked until consent is captured.

Design handoff — informed by PropertyIQ spec screen 14-crm.html (pipeline boards, contact record, smart lists, consent). Example data throughout.