•leads who have most recently been added to your CRM

•leads who are 15 days old or younger

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These are your Seed Leads! You will want to give your new leads "extra attention" by reaching out to them every day to try to create a relationship. Even if they aren't responsive. Keep it up for at least 15 days. What you want is for that New Lead Seed to become an Active Lead Sprout!

•leads who are actively using your website (who are logging back on)

•leads who have had positive communication with you

•leads who are not new

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These are your Sprout Leads! They still need attention to keep them growing, or in other words, to keep them interested in searching for real estate on YOUR website. You will get to know their behavior on your site, and you'll understand their searching habits and patterns. So you may not need to reach out to them daily. But you will want to check on their activity daily.

•leads who once were showing interest but no longer appear interested

•leads with a lower or declining score

•leads who have not had recent activity on your website

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These are your Rooting Leads! Their interest seems to be growing in the wrong direction...down. You'll want to coax them into the light by reminding them periodically that you have an awesome, up to date, and easy website in which to search for real estate. What you want is for your Rooting Leads to start growing up again into a Sprout Lead!

Where can I find them? Utilize your QUICK VIEW on your Elevate CRM Dashboard. New Leads are labeled "NEW".

How often do I reach out? Daily. But make sure to follow a schedule with boundaries and take 1 day off a week to prevent burn out.

How do I sort them? Utilize their noted "Age" under their name to determine if they are still new. As our markets have shifted quite a bit over the past year, clients may be making decisions quicker. This will change what a "NEW" lead is. Right now I'm recommending between 7 - 15 days. Once they are older, set them as "Engaged" or "Marketing" unless they are "Active" (see next step). This will keep your Dashboard clean with your "New Leads" and your "Active Clients" easily accessible.

Where can I find them? Use sorting on your CLIENTS List to find people that have been logging back in by clicking on "Last Login" until it shows you the descending view. (Note: if there is only one date, that is the registration date, and does not indicate that this person is active.) Do the same with "Score" to find the descending view. Utilize your Dashboard thereafter to find Active Clients quickly.

How often do I reach out? Check on them Daily. Research and understand their activity. However, you may find you only need to reach out twice per week.

How do I sort them? Label your active leads with the status "Active" in order to easily find them on your dashboard and easily sort them within your client's list using the Filter.

Where can I find them? Use sorting on your CLIENTS List to find people who have lower scores, scores that are staying stagnant, or who have a "Last Login" older than 2 months old. (Some people tighten this range up to 2 weeks or make it more lenient to 3 months. It is up to you to decide what helps you best.)

How often do I reach out? Be sure to invite them back in a creative way twice per month.

How do I sort them? Labeling your inactive leads as "Engaged" (some prefer "Marketing") and Tagging them as "Inactive" will allow you to easily sort them within your Clients list using the Filter so that you can more easily take bulk actions.