How do I stop other people from calling a lead while I work an offer?
Download MarkdownMove 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
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 process call, awaiting offer approval, waiting to make the offer call, or the purchase agreement is out for signature. Keep a future call scheduled on the lead; if there is no future call, it drops back to Interested - Add to Follow Up and reopens to the team.
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