Ylopo Smart List

New Unactioned Leads: Filtering all of your new leads, not only Ylopo leads. New leads need to receive a phone call within the first ten days for several reasons. This helps establish a relationship and allows you to determine what stage the lead is in the process. The best practice is to make multiple attempts to contact these leads within the first ten days. 

Handraiser: In every listing is an option to request information or schedule a showing. See the image below to see how this appears on your listing on the Home Search site. When the lead selects this, they receive a form to provide their contact information. The lead is imported into Ylopo and sent to your CRM with the added tag HANDRAISER. These leads are at the top of the list since they reached out first. We recommend contacting these leads as soon as possible. 

YPriority: This tag contains all the leads generated as a priority based on their engagement with your Home Search Site. These leads will also trigger an email alert to the assigned agent indicating what activities they've performed to gain priority status and suggestions on how to follow up. In the notes, you can see this information in all CRMs. For Follow Up Boss, this information will show in your tasks too.

AI Needs Follow Up: since it indicates that the lead has engaged with interest and is possibly ready to be engaged by the agent. We recommend checking the lead's conversation with Raiya to determine the best course of action. Based on the conversation, it may be best to contact the lead with a phone call, take over the Raiya conversation, or let Raiya continue to nurture the lead. 

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Last Update 7/5/22 Colleen M