The below tables show available Follow Up Types and their default purpose.
Follow Ups can be set to suit your own definitions and processes. For SMS conversation outcomes they can be selected in the Conversation Diagram - See Templates for more
|
Appraisal Lead |
When a property owner indicates they are interested in an appraisal. Nurture them over time and these appraisal leads might turn to listings. |
|
Investor Lead |
When someone is interested in buying a property as an investment, pass them on to the BDM in your office to help grow the rent roll and stay in touch with them for potential future appraisals. |
|
Buyer Lead |
When a buyer has been qualified and their buyer requirements have been identified, or when a buyer has expressed interest in a listing within your agency. |
|
Finance Lead |
When a buyer is looking for finance or assistance with their finances. Pass them on to the relevant arm of your office or related resource and stay in touch in their property journey. |
|
Data Updates |
When a person in your database indicates they have moved, changed email address, phone number or else. Updating their data will keep your CRM clean and ensure you have good data for future campaigns. |
|
Call Back |
When a call back is required for a specific person. Usually call back follow ups come with a note so you know exactly what to talk about. |
|
Market Report |
When a market report needs to be sent. This is usually followed by a call back to ensure the recipient has read and understood the market report, and address any questions. |
|
General |
Follow ups that don’t fall under the above types are usually general items. |
|
Qualified Lead |
When a Lead has had a sufficient qualification performed to distinguish them as a higher quality lead - mostly used in Buyer conversations |
|
Lead Automation |
These are follow ups stemming from a successful Lead Automation |
|
Lead Automation Fail |
These follow ups are generated when RiTA was unable to complete the Lead Automation - they have associated error messages that can explain the issue encountered. Contact support for help on these. |
|
List Automation |
Generic type from a List Automation |
|
List Automation Fail |
RiTA was unable to complete the List Automation for the contact - there will be an associated error message. Contact support for help. |