Sightline

Dana Kessler

Forever at risk

Associate Broker · South Tulsa · CB Select · 11.4 yrs

Email
dana.kessler@demo-cbselect.example
Phone
(913) 555-0190
License
#116859
Expires
Jan 11, 2029Verified · OREC
Birthday
May 5
Anniversary
Jun 4 · since 2015
Connected systems
▲ 11%
2026
21
2025
19
2024
13

Recommended actions

1 open · time-sensitive first

Action Center
  • Overdue
Included in suggested outreach
  • 1 inactive CRM user is sitting on 100+ unworked leads · open
  • Personal calls: 1 top producer with low engagement · open

History

Past actions taken, newest first

  • Check in after missed meetings
    Book a 1:1 · Attention
    Done
    Dwight Sandoval · Sep 18, 2026
  • Closing congratulations
    Congratulate · Recognition
    Dismissed
    Dwight Sandoval · Aug 4, 2026