Guidelines
Timing
Status
100
A prospect that refines the options
What is A Stratagist
100
First Follow up
What is Same day the guest card was created
100
Active Lead
What is A prospect the has a preferred move-in date within the next 90 days
200
A prospect that imagines the options
What is A Dreamer
200
A follow-up needing to be scheduled 2 days after the 1st follow-up
What is 2nd Follow-up
200
1st step taken when a guest card arrives
What is Assigning guest card to a Leasing Agent's name
300
A prospect that examines the property
What is A Prospector
300
A lead that needs to be followed up within 2 hours
What is House Leads
300
Future Leads
What is A prospect that has a preferred move-in date that is 91+ days from today
400
No response to calls or emails No longer moving to area
What is The most Common used Lost Lead Categories
400
What is the time frame to schedule additional Follow-Ups
What is 1x per week until the move-in date has past
400
A prospect that WE/UDR states is unqualified to live at our community
What is Unqualified Lead
500
Leads that are forgotten or overlooked
What is Leads left in House Status
500
The 1st day you meet or speak with a prospect
What is When the Resident Relationship starts
500
Time frame to set prospect to "lost" status
What is the 30/7 day rule
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