Capri
Capital Management
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Capital Management
CapriCM
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Manage caller lead assignments and track outreach performance.
Leads in Teamwave "Ready to Call" stage waiting to be assigned.
| Caller | New Leads Called | Tasks Completed | New Numbers Hit | Hours Worked | Calls/Hour |
|---|---|---|---|---|---|
| Select date range and click "Load Data" | |||||
Automatic weekly reports will be sent to:
100% independent from spreadsheet - uses Streak API directly
| Caller | Assigned (Streak) | Tasks Due Today | Completed Today | Contact Rate | Actions |
|---|---|---|---|---|---|
| Click "Refresh from Streak" to load data | |||||
Compare data between the current spreadsheet-based system and Streak API to validate accuracy before migration.
Compare uploads vs text blasts and identify gaps.
Transfer and process "Streak Ready (IOS)" leads, then upload to Streak CRM.
Prepare tags for export, then preview lead count and state distribution.
Transfer leads to Export Sheet, then merge and process.
Upload processed leads directly to Streak CRM (ALL PROSPECTS pipeline).
Log upload, update tags in Master Sheet, clear Export sheet.
Stats, maps, and property review tools.
Review unassigned properties with satellite view
Track all lead uploads.
Paste OSI addresses to check which ones are already in LEADS. Uses geocoding to match even when address formats differ.
One address per line.
| Dist | Match | Address | Date | Tenant | LCD | Type | Acres | Bldg SF | FAR | Exc IOS | NNN Rent | $/SF/Mo | 1st Yr PBSF | $/Ac/Mo | Snippet | Assumed $/SF/Mo | Rent to Bldg | Rent to Excess ($/Ac/Mo) | 💾 |
|---|
Scan Export sheet against LEADS before importing to Streak.
Pull data from Streak pipelines and prepare for ArcGIS upload.
Manage users and permissions.
Monitor API usage and limits across all services.
