Gabe Cordova's Stages and Smart Lists

 

Stages

A = Hot lead 30 or less
B = 1 - 6 Months
C = 6 Months+
Agreement Signed
Appointment Set
Active Listing
Pending
Do Not Contact

Smart Lists

1. Handraiser 

Description: Leads tagged Handraiser by YLOPO and not called in a day 

Filters:

• Tags include HANDRAISER
• Last Call Made more than 4 hours

2. HB Eng. 

Description: Leads not in the pipeline stages tagged as engaged by Homebot and not called in a day 

Filters:

• Tags include HOMEBOT_ENGAGED
• Last Call Made more than 1 day ago
• Tags exclude Do Not Contact
• Stage excludes  Agreement Signed, Active Listing, Pending, Appointment Set, Do Not Contact
• Phone is good

3. CM-Hot

Description: Leads tagged as hot by Conversion Monster and not called in a day

Filters: 

• Tags include CM-HotLead
• Last Call Made more than 1 day ago

4. AI Replies

Description: Leads who have responded to Raiya or a 3rd party text

Filters: 

• Last Marketing Text Reply is not empty
• Tags exclude Hide

4.5. Nudges

Description: Leads tagged Nudge by someone on the team not called in a day

Filters: 

• Tags include Nudge
• Tags exclude X-Nudge
• Last Call more than 1 day ago

5. Active Priority

Description: Tags include YPRIORITY

Filters: 

• Last Activity less than 14 days ago
• Last Call more than 18 hours ago
• Phone is good

A’s

Filters:

• Stage includes A= Hot lead 30 or less
• Source excludes Sphere, Agent Recruit, Agent
• Last Call Made more than 7 days ago

B’s

Filters: 

• Stage is B= 1 to 6 Months
• Source excludes Sphere, Referral, Agent Referral, Client Referral
• Last Call more than 14 days ago
• Ponds exclude all

C’s 

Filters: 

• Stage is C= 6 Months +
• Source excludes Sphere
• Last Call more than 30 days ago
• Ponds exclude Don’t Touch Leads

Last Updated: 04/05/2022 Colleen M.