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Stages
Stages

Your leads, automatically categorized based on their responsiveness, interest, and readiness to move forward 🚀

Nate Joens avatar
Written by Nate Joens
Updated over 11 months 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

👉  Access Stages from your HomeChat Dashboard 👇 

👉  OR access Stages from your HomeChat Inbox👇 

👉  Select the Stage you want to filter by and click "Apply"👇 (only 1 stage can be selected at a time)

👉  The Stage you applied will appear in a Grey Tag ( ❗NOTE: Stages can be applied with other filters, such as the "Open" filter below ) 👇

Applying Advanced Filters

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

  1. need Agent Follow-up BUT 

  2. haven't been engaged by an agent yet

Here's how to create that filter:

👉  Click the dropdown arrow and Select "Stages"👇

👉  From Stages, Select "Agent Follow-up" and click Apply👇

👉  Click the dropdown arrow and Select "Types"👇

👉  From Types, Click "Agent Engagement" then select "Not Engaged". Then click Apply👇

👉  The "Not Engaged" and "Agent Follow-up" tags are now applied (NOTE: "Open" is applied by default, which you can remove)👇

🎊 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.

For more guidance on using the new Filters, click here


🚀 The Structurely Team

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