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



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?"


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! 

A person not actively searching for homes. You've called, texted, emailed, but they stopped responding. Inactive will remove them from your leads list. You can pull a list of inactive leads to try to work them again by Filtering by Status. 

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. 




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.




 Do you still need help? Please call us talkdesk(855) 427-4848 or email




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