Good morning ☀️
Here's where your team stands today.
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Overdue tasks
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Active tasks
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Team members
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Due this week
Recent tasks
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Team status
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Tasks
Task name
Assignee
Due date
Status
Updated
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Archive
Completed tasks are auto-deleted 20 days after completion.
Team Members
Enquiries
Follow Up
0
Send Options
0
Close Deal
0
Payment
0
Buyers & Sellers
Listings
Matches
Commissions
Investors
Criteria only — never names, phone numbers or email addresses.
Identify each investor with your own label, like “Investor 4”.
Matching filters by emirate first, then everything else.
Test a launch message
Paste a launch broadcast to see who it would match. Nothing is sent.
Inbox
Settings
Display name
This is how you appear in greetings and the sidebar.
Email
Your login email — cannot be changed here.
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Auto Reminders
Configure how PhantomPilot follows up with your team
Enable automatic reminders
PhantomPilot will follow up with team members on pending tasks
Reminder frequency
How often PhantomPilot sends follow-up messages
Morning pulse
Send a daily summary to each team member at the start of the day
Send at
The time each morning the pulse is sent to your team
Departments
Organise your team and tasks by business line. Renaming keeps existing assignments; deleting unassigns members and tasks (nothing is lost).