Set Permission

Properties

New task

Document review

Tidy up your imported tasks?

Modules & Fields

Click a module to design its record layout. Use "Fields" to add/edit its fields.

Record pages

Click a module to arrange its record page — what you see when you open one record. Fields you take off the page stay on the module and stay in All Fields.

Create module

Fields

Add, edit, or remove custom fields for this module. They'll appear on the record's edit form.

Pipelines & stages

Choose which sides of the business your organization runs, then edit the stages of any pipeline on those sides.

Investment covers Wholesale, Wholetail, Novation, Fix & Flip and Buy & Hold. Brokerage covers retail and lease.

⚙ Settings

Preferences for how Dispatch behaves.

Account

Your login and connections.

Message templates

Templates you save here appear in the Compose "Select Template" dropdown, and vice-versa. Use tokens like {{first_name}}, {{company}} in the body.

Contact Class

Define the Contact Class values you use. Contacts can have more than one. These also work in Advanced Filters, and are stored with your contacts so they're yours even if you leave Zoho.

Tags

Colour-coded tags you can put on any record in any module, filter by, and use in custom views. Click a tag's colour dot to change it; rename in place; Delete removes a tag from every record that carries it.

Add a product

Pick any saved product to add to this estimate, or create a one-off line.

🔨 Rehab estimate products

Your saved line items. Mandatory ones auto-fill every new estimate (in this order); others are added on demand. Edit names, units, and prices here.

Tip: use the ↑ ↓ arrows to set the estimate order. ★ = mandatory (auto-fills new estimates).

Contact

New deal

👥 Your team

Invite people to your workspace and choose what each can access. They'll share your contacts and deals. Everyone gets Contacts; you grant the rest.

🔒 Profiles

A profile is a reusable set of permissions covering module access, setup, and extensions. Assign a profile to people to control what they can do. Editing a profile updates everyone on it.

Create New Profile

Users in profile

👥 Manage accounts

Create accounts for your users and control which modules each one can access. Everyone gets Contacts; you grant the rest. Only you (the platform admin) can see this.

💼 Team Positions

Your positions and their base commission rates. Each position pays under a side: Investment positions earn a % of a deal's gross margin (Acquisition, Sales, etc.); Brokerage positions earn a % of the brokerage commission received (retail agents). These rates are yours alone — no other account shares them. Base rates are what's paid at closeout; month-end tier bonuses come later from the Production Dashboard. Assign a member to a position on their record in Manage Team.

🗑 Recycle Bin

Deleted contacts, leads, deals, tasks and records land here and can be restored for 30 days — then they're purged for good. Restoring brings a record back exactly as it was, under the same id, with its documents and history reattached.

📈 Production Dashboard

Each member's monthly acquisitions and sales, points, tier standing, and retroactive Monthly Volume Bonus — all read from finalized commission worksheets, not manual entry. Points = 1 per sale + 0.5 per purchase. The tier a member reaches this month sets their bonus: (tier rate − base rate paid at closeout) × the deal's gross margin, summed over their qualifying deals. Top Performer is the highest points that month.

Set Contact Class

Assign a Contact Class to the selected contacts.