Below is a table of activities that a lead may perform on a seller report, the related tags that will be appended to them, and whether the activity will trigger a priority alert or not.
Important Notes:
- If you want to view a lead's seller report without triggering priority alerts, use the link found in Stars or add this parameter to the end of the seller report url: ?agent=t
Example of a seller report URL meant to be viewed by agents: https://portal.ylopo.com/seller/report/93d5c421-e163-4709-abe1-8c57f69b0192?agent=t - All seller report engagements will have this universal tag: Y_SELLER_REPORT_ENGAGED
| Lead Activity | Tags |
Priority Alert? |
| A lead opens the seller report | Y_SELLER_REPORT_VIEWED | No |
| A lead generates the seller report themselves for the first time |
Y_SELLER_SELF_GENERATED |
Yes |
| A lead returns to the report | (no tag) | No (CRM note only) |
| A lead returns to the report 3 or more times in a week |
Y_SELLER_REPORT_ENGAGED |
Yes |
| A lead plays around with the equity bars |
Y_SELLER_REPORT_ENGAGED |
No |
| A lead tunes their home value |
Y_SELLER_TUNE_HOME_VALUE |
Yes |
| A lead submits a message through the Understand Home Trend CTA |
Y_SELLER_UNDERSTAND_TREND |
Yes |
| A lead submits a message through the Equity CTA |
Y_SELLER_LEARN_MORE_EQUITY |
Yes |
| A lead submits a message through the Private Showing CTA |
Y_SELLER_HEATMAP_INQUIRY |
Yes |
| A lead submits home upgrade information |
Y_SELLER_NEW_HOME_UPGRADES |
Yes |
| A lead clicked on a listing example shown on the seller report |
Y_SELLER_VIEWED_SIMILAR_LISTINGS |
Yes |
| A lead clicked on the Call Agent button (phone number) |
Y_SELLER_CALL_AGENT |
Yes |
| A lead clicked on the Email Agent button (email address) |
Y_SELLER_EMAIL_AGENT |
Yes |
| A lead used the search widget on the report to view more homes |
Y_SELLER_SEARCH_MORE_PROPERTIES |
Yes |
| A lead engages with the cash offer from the seller report |
Y_SELLER_CASH_OFFER_REQUESTED |
Yes |
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