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Lead Mgt Guidelines
Lead Mgt Timing
Lead Mgt Status
Other
100
A prospect that refines the options.
What is a Strategist?
100
First Follow up.
What is same day the guest card was created.
100
An Active Lead
What is a prospect that has a preferred move-in date within the next 90-days?
100
Creates Craigslist ads daily and emails them to the community.
What is Bake Extra Cookies?
200
A prospect that imagines the options.
What is a Dreamer?
200
A follow-up needing to be scheduled, for an unresponsive prospects, 2-days after the 1st follow-up.
What is 2nd Follow-up?
200
First step taken when a guest card arrives.
What is assigning guest card to a Leasing Agents name?
200
This is where you can request promotional email.
What is Service Now?
300
A prospect that examines the options.
What is a Prospector?
300
A lead that needs to be followed-up within 2-hours.
What is a "House" lead?
300
Future Leads
What is a prospect that has a preferred move-in date that is 91+ days from today?
300
These is an type of advertising that is created using key words to drive leads to the website.
What is P.P.C. or Pay Per Click.
400
No response to calls or emails. No longer moving to the area.
What is the most common used "Lost" lead categories?
400
The time frame to schedule "additional" follow-ups for "unresponsive" prospects.
What is 1x per week until the move-in date has past?
400
A prospect that has a breed restricted dog, left owing another community a lot of money, or was evicted.
What is an unqualified lead?
400
This is where we can search to see if active prospects have a follow up scheduled.
What is the Prospects/All Active Tab?
500
Leads that are forgotten or overlooked.
What is a lead 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?
500
A task that was scheduled for follow-up yesterday or another prior day.
What is a Past Due Task?