Rules for reminders are set by your team leader to help track the leads they've sent. A table of the rules are below. Follow up with your team leader about which rules are set up and what the time limits are for completion.
Chart of Rules, Time Limits and Required Actions
| Rule | Time Limit Options | Action Required to Complete Task |
|
If a client's status is Submitting Offers, then send a reminder to update it or add a note after ... |
1 day, 2 days, 3 days, 1 week |
Update status to a status that is not Submitting Offers OR Add a note within the time limit. When a new note is added, a new reminder will be created based on the time limit set and creation date of the most recent note. |
| If a client's status is Under Contract and close date has passed, then send a reminder to change the close date or status after ... | 1 day, 2 days, 3 days, 1 week |
Update status OR Change Close Date. If close date is updated, a new reminder will be created based on the new date. |
| If a client's status is Under Contract, then send a reminder to add full transaction details after ... | 1 day, 2 days, 3 days, 1 week | Add close date |
| If a lead doesn't have a Timeframe to move, then send a reminder to add one after ... | 1 day, 2 days, 3 days, 1 week | Update Timeframe to a non-null value |
| If a lead's status is New, then send a reminder to update it after ... | 30 minutes, 60 minutes, 90 minutes, 120 minutes | Update status to a status that is not New |
| If a lead's Timeframe to move is 0-3 months, then send a reminder to update the lead's timeframe or add a note after ... | 1 week, 2 weeks, 3 weeks, 4 weeks |
Update status to Add note. When a new note is added, a new reminder will be created based on the time limit and the creation date of the most recent note. |
| If a lead's Timeframe to move is 3-6 months, then send a reminder to update the lead's timeframe or add a note after ... | 2 weeks, 4 weeks, 6 weeks, 8 weeks |
Update status to Add note. When a new note is added, a new reminder will be created based on the time limit and the creation date of the most recent note. |
| If a lead's Timeframe to move is 6+ months, then send a reminder to update the lead's timeframe or add a note after ... | 4 weeks, 6 weeks, 8 weeks, 12 weeks |
Update status to Add note. When a new note is added, a new reminder will be created based on the time limit and the creation date of the most recent note. |
|
If a lead's Timeframe to move is Just Looking, then send a reminder to update the lead's timeframe or add a note after… |
4 weeks, 6 weeks, 8 weeks, 12 weeks |
Update status to Closed, Rejected OR Add note. When a new note is added, a new reminder will be created based on the time limit and the creation date of the most recent note. |