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BULL & BEAR CRM

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Bull & Bear CRM

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Counties

Filters

Equity

Below Target (< 30k) Low Equity (30k–50k) Good Equity (50k+) Needs ARV

Property Status

New Leads Only Vacant / Renter / No TP only Owner Occupied / Access Allowed only

Door Knocking

Door knock only

Active Deals

Period –

Manage Users

Existing users

Name PIN (4 digits)

Admin (full access) View Surplus / No Surplus View Activities created by other users View Contacts created by other users

Allowed counties (comma-separated)

Example: Wake, Durham, Johnston

Permissions (only for non-admins). Checked = allowed.

View Case # Edit Case # View Trustee Edit Trustee View ARV Edit ARV View Est. Repairs Edit Est. Repairs View Payoff Edit Payoff View Wholesale Edit Wholesale View Equity Edit Equity View Deals Edit Deals Edit Mailing Address

Add Contact

Name Number Verified Phone Email Relationship

Add Note / Activity

Type Comment

Add Manual Lead

Owner Name Sale Date

Case Number (optional if not filed yet)

Status Foreclosure Type Property Type

Trustee