Legacy Group SC
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instead.
Email address
*
Agent
*
settings
- Choose -
Benji Ricard
Beth Bearden
Christy Bolin
David Moore
Enrique Castillo
Laura Strait
Lindsey Moore
Tad Lewis
Date
*
settings
LEAD INFORMATION
Lead Name
*
settings
Lead Phone Number
*
settings
Lead Email
*
settings
Source
settings
Created
settings
App User?
settings
Tags
settings
INTERACTION
Answered / Live Talk?
settings
- Choose -
Good Prospect
Fair Prospect
Low Interest
No Interest
Not Buying or Selling Soon
Rude
Has Realtor Already
No Answer
settings
- Choose -
Left Voicemail
No Voicemail
Bad Phone Number
🡫 CLICK HERE if you did not call, and please provide info in the Notes 🡫
settings
Did Not Call
Hotness
*
settings
Warm
= ready to take action in
90-180 days
Hot
= ready to take action in
0-90 days
Future
= ready to take action in
> 180 days (6 months)
Cold
=
not ready
to take action
Third Contact
=
did not make contact
on Second Contact
Final Text
=
did not make contact
on Third Contact
- Choose -
Warm
Hot
Future
Cold
Third Contact
Final Text
See Notes
Do you qualify to become this lead's Shepherd?
*
settings
- Choose -
Yes
No
Notes
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settings
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