A new lead just came in. What do I do?
Download MarkdownWork 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
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 lead. During Discovery the dialer keeps working the lead on a set cadence until you reach the seller, or the lead becomes do-not-call or Dead. You do not have to schedule the follow-ups yourself; the status runs them for you.
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- 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:
- 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