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Status Definitions

Brivity has multiple ways to classify the people in your database. This results in a robust and dynamic system that converts your contacts from Lead to Client to a Past Client

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Status

Status tells you how soon someone wants to move, allowing you to prioritize your leads by their urgency; keeping your pipeline flowing! You can ask a question like, "If I were to find you the perfect home today, would you say you're ready to buy it?"

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New: A person you have not attempted to contact yet.

Unqualified: Attempted to contact the lead, but have not been able to reach them yet, therefore, their urgency has not yet been qualified.

Hot: Intending to buy/sell in 1-2 months.

Watch: Intending to buy/sell in 3-6 months.

Nurture: Are in two categories:

  1. In the Leads Index contacts intending to buy/sell in 6-12 months, OR
  2. In the People Index as contacts you may be Nurturing.

Past Client: These are the people who have been your clients previously! 

Inactive:
A person interested in buying/selling, but is on hold at the moment for any reason. Reasons might include:

  1. a job loss
  2. family emergency
  3. bad credit.

This is a good list to follow up on in future for changing needs. 

Archived: A person you no longer wish/need to contact. Could be on a DNC (Do Not Call) list. All Action Plans automatically stop for people in this status.

Trash: A bad lead with no good contact information (bad phone/ bad email). Nothing could possibly convert this lead. 

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Clients

 

You can find Active Clients and Past Clients under the Clients section of the People index. A contact will end up in the Client folder on the left because they are applied to an active transaction, or because given the Status of Past Client.

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 Do you still need help? Please call us talkdesk(855) 427-4848 or email support@brivity.com.

 

 

 

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