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Choosing Status People in Brivity

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!

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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 1-3 months
Watch: Intending to buy/sell in 3-6 months
Nurture: Intending to buy/sell in 6-12 months
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, like a family emergency. 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. 
Trash: A bad lead with no good contact information (bad phone/ bad email). 

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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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