Summary
Names of our team’s Followup Boss Smart lists and the criteria for a lead or client landing on one of these:
List Name | Criteria |
1. New: Not Contacted | Pond excludes any of: Created: less than 10 days ago Tags exclude any of: import Source excludes any of: <unspecified> Stage excludes any of: Contact, A-Hot 1-3 Months, B-Warm 3-6 Months, Pending/In Contract Client, Closed/Past Client, Active, Shopping Client, C-Cold 6+ Months Last communication is: empty |
2. New: Needs Contact | Pond excludes any of: Created: less than 10 days ago Tags exclude any of: import Source excludes any of: Stage excludes any of: Contact, A-Hot 1-3 Months, B-Warm 3-6 Months, Pending/In Contract Client, Closed/Past Client, Active, Shopping Client, C-Cold 6+ Months Last communication is: was more than 13 hours ago |
3. Active Priority Lead: CALL! | Calls made: is less than 12 Pond excludes any of: Created: more than 10 days ago Tags exclude any of: import Source excludes any of: Tags exclude any of: A-Ylopo Priority Lead Pond, YPriority Pond Last communication: was more than 2 days ago Tags include any of: AI_ENGAGED, AI_INTERESTED, AI_NEEDS FOLLOW UP, AI_NOT_INTERESTED, CM-Hotlead, HANDRAISER, Nikko-Hotlead, Phone Appointment Conversion, YPriority Activity: Less than 21 days ago Stage includes any of: Lead, ISA Hot (Agent change to Hot/Warm/Cold) Stage excludes any of: Contact, A-Hot 1-3 Months, B-Warm 3-6 Months, Pending/In Contract Client, Closed/Past Client, Active, Shopping Client, C-Cold 6+ Months |
4. Active in Hot/Warm/Cool Stage | Last Visit: Less than 7 Days ago Stage includes any of: A-Hot 1-3 Months, B-Warm 3-6 Months, C-Cold 6+ Months, ISA Hot (Agent change to Hot/Warm/Cold) Last communication: Was more than 7 days ago |
4.5. All Ponds | |
5. Hot: Needs Call | |
6. Warm: Needs Call | |
7. Cool: Needs Call | |
8. Active Sphere | |
9. Hot: List of All | |
10: Warm: List of All | |
11: Cool: List of All |