Status Definitions

Status helps identify how soon someone in your database wants to move. It allows you to prioritize your leads by their urgency; keeping your pipeline flowing! You can ask a question like, "If I were to find you the perfect home today, are you ready to buy it?"

New: A person you have not attempted to contact yet.

Unqualified: Attempted to contact the lead, but have not been able to reach them yet, therefore, their urgency has not yet been qualified.

Hot: Intending to buy/sell in 1-3 months.

Watch: Intending to buy/sell in 3-6 months.

Nurture: Are in two categories:

  1. In the Leads Index contacts intending to buy/sell in 6-12 months, OR
  2. In the People Index as contacts you may be Nurturing.

Pending: Any clients you have that are currently under contract.

Past Client: Previous clients!

The below statuses will hide people from your list views unless you've filtered to find them.

Inactive:
 A person no longer actively searching for homes. Perhaps they've become unresponsive, experienced a job loss, or had a family emergency.

While this status will remove them from your leads list for regular follow ups, an Auto Plan could still be dripping messages to them or reminding you to follow up.

Archived: A person you no longer wish/need to contact. Could be on a DNC (Do Not Call) list.

*All Action Plans/ Auto Plans automatically stop for people in Archived status. No mass emails will be sent to these contacts.

Trash: A bad lead with no good contact information (bad phone/ bad email). Nothing could possibly convert this lead.

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                                                                                      Clients

Active Clients and Past Clients automatically fall under the Clients section of the People index. A contact will end up in the Client folder because they are either applied to an active transaction, or because they have the status of Past Client.

 

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