Best Practices
Best Practices
Embedded Files
CONTACT INFORMATION
CONTACT INFORMATION
Key information to maximize the system automation.
• Name
• Birthday
• Address
• Phone
• Home-Anniversary
Custom labels you create to help organize your contacts. Hashtags cannot have spaces. Unlimited hashtags per contact.
Use the below hashtags to add clients to company smart campaigns:
FRnewsletter
FRholidayplan
FR2024BrandCampaign
FR1031Exchange
Quarterly Market Insights
FRinsightsLuxury
FRinsightsCentralJerseyShore
FRinsightsCentralNewJersey
FRinsightsLehighValley
FRinsightsMainLine
FRinsightsNDelaware
FRinsightsNorthernNewJersey
FRinsightsPhiladelphia
FRinsightsSEPennsylvania
FRinsightsSNewJersey
FRinsightsSouthJerseyShore
LEAD TYPES (REQUIRED)
LEAD TYPES (REQUIRED)
A classification of your contacts regardless of where they are in the buying/selling process. Contacts can have more than one lead type as necessary. The default is “buyer” unless otherwise specified.
The 5 available lead types are:
The 5 available lead types are:
• Buyer • Seller • Renter • Vendor • Agent
STATUS (REQUIRED)
STATUS (REQUIRED)
Ways to categorize your leads throughout the “Client Journey”
Sphere Contacts you know who may or may not be searching for real estate
Prospect Contacts you want to convert to a lead
New Lead Contacts who have signed up on your website, as well as the default status for new data imports
Active Lead Contacts actively searching on your website and/or responding to your communications.
Client Contacts you are actively working with
Contract Contacts under contract
Closed Contacts who have completed a transaction
Archive Contacts you don’t intend to work or communicate with. “Archived” contacts will be unsubscribed from communications.
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