How many times will it dial a new seller lead?
Download MarkdownOn 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:
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: the next day early on, then 7 days, then 14 days. After the ladder finishes, the lead stays in Discovery and the dialer keeps calling until you make contact, or the lead becomes do-not-call or Dead. This keeps leads worked hard without over-contacting them.
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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
- The seller is interested but not ready. Where does the lead go?Put it in Interested - Add to Follow Up. Use this when the seller is interested but not ready today and fits your ideal profile, or is not distressed but their asking price works or is within 20 percent of your maximum allowable o
- 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
- My offer was not accepted. What happens next?The lead becomes Offer Not Accepted, which means the first offer was turned down and a manager reviews whether you can come up. After that review, the lead moves to Offer Follow Up, which follows up every 7 days for 10 weeks. If i