The property already sold. What do I do?
Download MarkdownSet the lead to Already Sold, which is for a property that sold in the last 3 months. Put a 1-year follow-up on it and skip-trace the new owner so the lead goes back into the system for later. Sellers and owners change their plans
Set the lead to Already Sold, which is for a property that sold in the last 3 months. Put a 1-year follow-up on it and skip-trace the new owner so the lead goes back into the system for later. Sellers and owners change their plans over time, so an Already Sold lead is worth keeping warm rather than dropping.
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- A new lead just came in. What do I do?Work it fast while it is New Untouched, which is a brand-new lead nobody has contacted yet. The moment you make a contact attempt, the lead becomes Discovery, and it stays there while you figure out whether it is a real selling le
- How many times will it dial a new seller lead?On each attempt, the dialer makes 2 dials in a row if there is no answer. Attempts climb a ladder from Attempt 1 through Attempt 2, 3, and 4, then a Final Attempt, and each attempt sets the next follow-up, spaced wider as you go:
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- How do I stop other people from calling a lead while I work an offer?Move the lead to Interested - Set Offer Status. That locks the lead to the assigned manager, so no one else on the team calls it while you work the offer. Use it when you are actively working the deal: due diligence after the proc