FlowLogic Contact Automation - Days Passed
Overview:
The Days Passed feature in FlowLogic is a powerful tool that helps real estate agents keep their contacts organized automatically. By setting up simple rules, agents can ensure that their contacts' types and statuses update without the need for manual intervention. This means that agents no longer have to spend time sorting through contacts or making manual changes—FlowLogic takes care of it for them.
With Days Passed, agents can specify conditions based on the number of days that have passed since a contact was added or updated. When those conditions are met, the system will automatically update the contact’s type and status accordingly. This feature is particularly useful for following up with leads, managing client relationships, and keeping track of contacts as they move through different stages of engagement.
How to Access FlowLogic - Days Passed
1. Click on CRM Contacts on your navigation menu.
2. Click on the FlowLogic button located on the top of your screen.
3. A popup window will appear with a drop down menu where you can select “Days Passed” Flow Logic.
4. Click on the dropdown menu to choose the logic to use.
5. Select Days Passed (this is the only option currently available.. More to come soon!).
Setting Up a Days Passed Rule
Once the Days Passed option is selected, a form will appear. Follow these steps to set up your rule:
1. Choose how many days should pass:
o Select a number of days from the dropdown menu. This tells the system how long to wait before changing a contact’s status and type.
2. Select a Contact Status to monitor:
o Choose the current status of the contacts you want this rule to apply to.
3. Select a Contact Type to monitor:
o Choose which type of contacts should be affected by this rule.
4. Decide what happens next:
o New Contact Status: Choose what the contact’s status should change to.
o New Contact Type: Choose what the contact’s type should change to.
5. Click Save FlowLogic Rule to activate the rule.
How It Works
Once you save your rule, AGENTVIEW will automatically check contacts and update them based on your conditions. This happens when:
· A new contact is added manually.
· A new contact is generated from the Open House Registry Page.
· A new contact is generated from the Landing Pages.
· A new contact is generated from the Agent Website.
· A contact’s status is updated manually.
If the contact matches the rule’s conditions, AGENTVIEW will update the contact type and contact status automatically.
Where to Find Updated Contacts
In AGENTVIEW, you can organize contacts using tabs based on their contact type and contact status. If a contact is updated according to your rule and matches a tab you created, it will automatically appear in that tab. This makes it easy to track and manage contacts efficiently.