Your leads, automatically categorized based on their responsiveness, interest, and readiness to move forward ๐Ÿš€

Nate Joens avatar
Written by Nate Joens
Updated over a week ago

Not sure which leads need your attention? With Stages, your leads are automatically categorized for you based on the following:

Stages Types:

  1. Responded

  2. Unresponsive (in Drip Campaign)

  3. Interested

  4. Not Interested

  5. Agent Follow-up

๐Ÿ‘‰ ย Access Stages from your HomeChat Dashboard ๐Ÿ‘‡ย 

๐Ÿ‘‰ ย OR access Stages from your HomeChat Inbox๐Ÿ‘‡ย 

๐Ÿ‘‰ ย Select the Stage you want to filter by and click "Apply"๐Ÿ‘‡ (only 1 stage can be selected at a time)

๐Ÿ‘‰ ย The Stage you applied will appear in a Grey Tag ( โ—NOTE: Stages can be applied with other filters, such as the "Open" filter below ) ๐Ÿ‘‡

Applying Advanced Filters

Let's say you want to find all leads that:

  1. need Agent Follow-up BUTย 

  2. haven't been engaged by an agent yet

Here's how to create that filter:

๐Ÿ‘‰ ย Click the dropdown arrow and Select "Stages"๐Ÿ‘‡

๐Ÿ‘‰ ย From Stages, Select "Agent Follow-up" and click Apply๐Ÿ‘‡

๐Ÿ‘‰ ย Click the dropdown arrow and Select "Types"๐Ÿ‘‡

๐Ÿ‘‰ ย From Types, Click "Agent Engagement" then select "Not Engaged". Then click Apply๐Ÿ‘‡

๐Ÿ‘‰ ย The "Not Engaged" and "Agent Follow-up" tags are now applied (NOTE: "Open" is applied by default, which you can remove)๐Ÿ‘‡

๐ŸŽŠ Nice work! You just filtered your leads by those that need agent follow-up and who have not yet received any agent follow-up.

Stages are here to help you find the leads who need you most.

๐Ÿš€ The Structurely Team

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