Did you inherit a list of records you have no idea what to do with? Are you planning to send a direct mailing campaign to a list of leads you were given, but you really don’t know their true interest?
It is important to document EVERYTHING in BrightDoor Central, including “suspect” leads. You never know when a stranger can become a buyer.
To track a contact from “suspect” to owner, here is what we recommend:
- Upload a list or individual record(s) into BrightDoor Central as a certain Contact Status that varies from your typcial Prospect Statuses, such as “Suspect” or “Contact” instead of “A Prospect” or “Warm Prospect”. This will allow you to change their status as you gauge their interest.
- Create a Lead Source specific to where the lead came from, such as “Previous Community”, “Broker Referral List”, etc. By adding a unique Lead Source, you will know where this Lead came from even if their Contact Status changes.
- Create a “flag” through a custom Contact Attribute. By creating an additional flag, in BrightDoor Central, you will easily be able to pull up a list of contacts without too much searching. Some helpful attributes to use would be “Add to Direct Mailing List? – Yes or No” or “Obtained through List? – Yes or No”.