S→SuccessionMarket

Ops Console

S→SuccessionMarket

Ops Console

◈Deals ▤Packages ☑Approvals ✦Agents ◎Buyers ◫Dashboard ⇶Pipeline ☰Prospects ◉Sellers ✆Follow-ups ☎Phone log ◔Reports ⚿Users

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Dashboard

Ctrl K

Dashboard widgets

Show, hide and reorder. The layout is saved on this browser.

The key for

Create the deal?

A deal starts in Contracts and this seller is marked Deal and linked to it. The pipeline takes over from here, and Signed comes on its own when the listing agreement is executed.

Is this a real seller or a rehearsal?

A real seller A rehearsal (tagged test: nothing it does can reach a real person)

Admin key needed

Admin key

Reason

A reason is required.

Next touch

A date is required.

Add prospect

A cold business we found ourselves. Scrapes never overwrite what you enter here, and nothing is sent to them.

Business name required

Contact name

Phone

Email

Everything below is optional. Fill in what you know.

City

Region

Category

Asking price

Listing URL Already listed for sale? Tags (comma separated)

Add buyer

They land in Awaiting confirm. Nothing is emailed until you send the confirmation yourself.

Name

Email

Phone

City or region

Buying as

Budget

Funding Industries that interest them

Another industry they want

Wants us to source a business for them What does the right business look like? Tags

A rehearsal buyer is tagged "test": they talk only to other test records and never reach a real person. Separate several with commas. Anything else typed here is read as an industry.

Add seller

A warm owner who came to us outside the site forms. Nothing is sent to them.

Business name required

Contact name

Phone

Email

Business type

Industry

When would they sell?

City or region

What does it do, in a line? Follow-up date (optional) First note (optional)

New deal

For a seller who came to us directly. Starts in Contracts and opens an onboarding file.

Business name Contact name Contact email Contact phone (optional) Is this a real seller or a rehearsal?

A real seller A rehearsal (tagged test: nothing it does can reach a real person)

Coming to Market preview

Exactly what buyers receive. Nothing sends from this preview.

Seller letter preview

Exactly what the seller receives, drawn with a sample record. Nothing sends from this preview.

Signed copy

The exact text on the record for this signature, read back from the contract row.

The completed document, as the downloaded copy shows it

Read it before it goes

Nothing has been sent. This is the document the seller would be signing.

AI Assistant

Ask, search, or update the CRM in plain English