Sampson Commercial — Admin

Airtable PAT

Dashboard

Portfolio snapshot —

DEALS BY STAGE

STALE DEALS

No update 14+ days

RECENT ACTIVITY

Last 8 entries across all properties

Client Portals

Every property in Airtable has a portal. Copy the link and send to your client — no login required.

All Properties

Full Airtable property table — view portal, copy link, or open in Airtable

Property

Update Note

Type

Date

Post Update

Log activity for any property — appears immediately in the client portal

Property

Update Note

Type

Date

Log Marketing Stats

Add or update monthly marketing stats — visible to client in their portal

Property

Month

Crexi Views

Clasificados Views

Inquiries / Leads

Broker Outreach

Site Visits / Tours

LOIs Received

Sign Calls

Web / Direct Calls

Notes

Total Views is calculated by Airtable automatically from platform fields above.

Diego Sampson, CCIM · Lic. C-18627 · Sampson Commercial Real Estate · Florida & Puerto Rico