Brivity has multiple ways to classify the people in your database. This results in a robust and dynamic system that converts your contacts from Lead to Client.
Type refers to how you know someone. It is the definition of your relationship. Below are the icons for each type, and an explanation of Brivity Types:
A Lead is a person you haven't met yet, or don't know well. They could be prospects that came through organically, through Sphere referrals, websites, etc. They may be ready to buy, 3-6 months out, etc.
A Collaborator is someone who works as a professional in the real estate industry. Plumbers, photographers, contractors, stagers, lenders, home inspector, lawyer, competing agents, escrow officer, etc.
Your Team are users on your account. You probably share an office or see each other daily. If they are not a User on your Brivity account, they should be a Collaborator.
**Looking for Client? All Clients must first be added into Brivity as a Lead or Sphere, and once they are assigned to a Transaction, they will automatically be listed as a Client.
Everyone else in your database is a contact that you can find under All People.
Pro tip: We recommend using the "Tag" feature to tag your Sphere of Influence (SOI) as Sphere, including friends, family, past clients, social media friends, club and organization members, church associates, your banker, mechanic, grocery clerk, etc... Anyone you know in real life that could give you a referral. Tags are a great way to further group contacts in your database.