Wrapping Up and Qualifying a Lead

Immediately after you follow up with a lead by placing a call or sending an email, text message or Market Snapshot, you are prompted to specify if the touchpoint was successful and want to qualify the lead as a contact.

wrap-up-lead

  1. Contact with the lead was successful. If selected, the lead will automatically be converted to a contact and removed from the Leads list.
  2. Contact with the lead was unsuccessful and you'd like to try again. If selected, the lead will be moved to the Retry list where you can try again at a later time.
  3. Delete the lead if you do not see a need to contact them in the future.
  4. If you qualified the lead (see #1), mark the lead as Hot if they are interested in buying/selling soon. Schedule a follow-up activity (see #6) to ensure regular contact.
  5. Record any details that will assist you in the next conversation.
  6. Schedule another activity to ensure you don't lose touch with the lead.
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