Lead Interaction Form

Agent * settings - Choose - Sena Loyd 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
• Second Contact = did not make contact on First Contact
• Third Contact = did not make contact on Second Contact
• Final Text = did not make contact on Third Contact

- Choose - Warm Hot Future Cold Second Contact Third Contact Final Text See Notes

Do you qualify to become this lead's Shepherd? * settings - Choose - Yes No

Notes * settings

Submit

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