The Lead Command Center is your primary view when logging into your Great Agent CRM. You can see an overview of all of your leads, filtered by their lead stage (e.g. New, Hot, Showing, etc...).
From the Lead Command Center, you can take numerous actions to manage your communication with a lead. Here is a quick overview to get you familiar with the Great Agent CRM.
Search:
The search bar allows you to search for a lead using their name, email or phone number. You can also filter leads based on the lead type, price range or using any tags you've used to categorize leads.
Stage:
The lead Stage is your way to indicate where the lead is at in the buying journey. Lead Stages can be defined as follows:
- New - A fresh lead that has entered your lead command center. This could be a Great Agent generated lead or from an imported lead source.
- Hot - This stage can be used to represent a buyer who is looking to move fast or someone looking at high priced homes.
- Nurturing - A longer-term prospect who seems like a potential serious buyer in the future. Remember, most online leads take 12-18 months to convert.
- Showing - A serious buyer whom you have been showing properties or at least a showing/listing appointment has been confirmed.
- Sphere - Your sphere of influence, your friends, your family, past clients, business partners, organization members, and more. Your primary source to consult for referrals.
- Pending - A buyer or seller in the contract phase of the process.
- Closed - You did it! A buyer or seller who completed the process. Congratulations!
- Archived - A real lead who doesn't appear to be a serious buyer. Someone you may want to reach out to in the distant future. Or if a lead has already found a home or changed their mind.
Another application for this stage is to store leads not finished the sign-up process at your website, in other words - for leads with partial sign-up. - Trashed - A bogus lead. Maybe a fake name, phone number, email (or all three). Don't worry, it happens to everybody.
Also, merged leads not chosen as the main one are getting on this stage.
Type:
The lead Type indicates whether the lead is a Buyer (B), Seller (S), Leaser (L), or Buyer/Seller (BS)
Name:
The lead's name and phone number. If the number is crossed out, that indicates it's been marked as a bad number.
Call Goal:
The Call Goal column represents the next conversation that needs to be logged to meet your Accountability goal for that lead. This could indicate a first call or a call frequency target established by your agency/brokerage. Call Goals are established using industry best practices related to first contacting and long-term nurturing of leads.
Tasks:
The Task column represents the next action that needs to be taken with a lead. This can either be manually set or automatically generated as part of an Action Plan.
You can easily add new Task or see a list of your upcoming goals.
Phone Calls:
The Phone column represents the number of calls that have been logged with a lead. By logging a call, you can leave yourself pertinent call notes or modify the number's status (e.g. mark it as a bad number)
Emails:
The Email column allows you to send an email to a lead conveniently from within your Great Agent CRM. Your email can contain images, YouTube videos and direct links to specific MLS properties that direct the lead back to your Great Agent customized website.
E-Alerts:
E-Alerts are scheduled property updates sent to a lead based on their preferences. Great Agent leads are automatically sent E-Alerts based on their home browsing habits. You can customize (change the area, price range, features) the E-Alerts to better fit the lead's needs once you have learned more about what they are looking for.
Action Plans:
Action Plans (
) are your Great Agent drip campaigns. These include a series of automated steps to based on where a buyer or seller is in their journey. Action Plans can include emails, text messages, phone call reminders and to do items.
The Great Agent scientists have created a number of base Action Plans that you can edit to meet your needs. You're also welcome to create a new plan from scratch!
For a detailed explanation of Action plans, click the following link:
Action Plans | Great Agent's Intelligent Drip Campaigns
Last Visit:
The Last Visit column represents the most recent visitors to your site. By default, the CRM is sorted to show you your last site visitors. Knowing who most recently was viewing homes on your site is a great way to identify interested buyers. It's also the perfect time to reach out to a lead.
Views:
The little eyeball icon represents how many times a lead has viewed your website. The more views usually indicate the that a buyer is pretty serious.
Homes Viewed:
Homes Viewed is the number of properties a lead had viewed on your site. By clicking on that column, you can actually see the specific properties a client has looked at. This feature is a great way to better understand what a lead wants prior to hopping on a call.
One thing to note: when clicking on that column, you will only see Active properties that a lead has viewed. So if a home has gone off the market, it won't show up.
Homes Favorited:
Your lead's can favorite homes that they're really interested in. Just like the Homes Viewed column, you can click and see what your leads have been favoriting.
Price:
The Price column represents the average price per home that a lead has been viewing. Keep that in mind if a lead views an outlier property (either really high or low) that may throw off their general viewing habits.
Registration:
The Registration column represents when a lead signed up on your site or was imported into your CRM. Sorting by Registration is an easy way to see your newest leads.
Primary Agent:
The Primary Agent is the agent who is assigned to the lead upon signup. Communication (e.g. E-Alerts) will be sent on behalf of this agent with the Primary Agent's image, name and contact information.
Agent Activity:
Agent Activity is the last action that was taken for a lead. This may mean a phone call or a completed To Do item. Seeing None is a good indicator that it's time to pick up the phone and give that lead a call or text.
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