Barry Jenkins' Stages and Smart Lists

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Lead: Unconverted. They registered on our website, but you or your inside sales agent (ISA) hasn't spoken to them yet.

Hot: Leads you are obsessed with since they'll transact soon.

Warm: There is something here, but the lead has some kind of blocker and as such, you can't let them get in the way of your priority leads.

Cold: The person was nice and seems to want to buy one day, but either isn't sure or is more than 9 months out.

Closed: Past clients that have used your services.

1. New Not Contacted

2. New Needs Contact

3. Active Priority Lead: CALL!

3.5. Last AI Response

4. Active in Hot/Warm/Cool Stage

4.5. AI Ponds

5. Hot: Needs Calls

6. Warm: Needs Calls

7. Cool: Needs Calls

8. Active Sphere

9. Hot: List of All

10. Warm: List of All

11. Cool: List of all

12. Closed Past Clients

Last Updated: 04/05/2022 Colleen M.