Matt Croteau's Stages, Tags, and Ponds

STAGES

Lead (non-Zillow new lead nothing stays here for more than 24h)

New (Zillow leads nothing stays here for more than 24h)

Attempted Contact

Spoke With Customer

Appointment Set

Met With Customer

Showing Homes

Submitting Offers

Under Contract

Closed

Nurture

Trash/Rejected

Contact (spoke with but bad number, working with an agent, bought or sold already, do not contact)

Listing Agreement

Active Listing

Tags

#Bad_Phone       -  Bad number drip and sent to the storage pond

#DNC                   -  Do not contact. Sent to the pond

#Sold Already     -  Sent to the pond

#Bought Already - Sent to the pond

#ISANURTURE  - ISA will be tasked to attempt to get in touch with the lead

#RENTER           - Sent to the pond and put on a drip campaign

#NOTEXT          - This Turns RAIYA and behavioral texting off. Remove this tag to turn it on based on the lead's behavior.

Ponds

Pond - Attempted Contact: Leads that have not yet been contacted

Pond - Contacted: Leads that have been contacted but have gone cold, and need to be re-engaged

Listings: Seller Leads

Zillow Flex Pond: Zillow Flex Leads Go Here, ONLY for Flex Agents