What are team reminders?
Team reminders allow team leaders to get better visibility into valuable leads they’ve received by ensuring team members are working those leads and providing up-to-date information. Reminders prompt team members to take action on a lead and label it accordingly so team leaders know where it stands in the transaction pipeline. Team members receive reminders via push notifications on their smartphones.
Note: Team members must have the Premier Agent App on their smartphones in order to receive the reminders.
How do reminders work?
- Reminders to team members are triggered based on a lead's status or time frame.
- When turned on, reminders are sent when team members have not completed a task within a specified time limit.
- Reminders are sent automatically via push notification to team members based on the rules and time limits you set.
- A team member will continue to receive a reminder for an incomplete task every 24 hours until the task has been completed.
Examples:
- You want to make sure team members are following up with new leads quickly. Set a rule for a reminder for team members to update leads that have been labeled in the “New” status for more than 30 minutes.
- You want updates from team members on where their leads are in the pipeline. Trigger reminders to team members to update a lead with notes at a certain frequency based on a lead's time frame to move.
How do I set up reminders for my team members?
- Click on the team dropdown menu from your lead inbox and select Team Reminders. Note that setting up rules are accessible only from desktop and not the mobile app.
- You will see a set of standard reminder rules; turn on the ones you want to use.
- Set the time limit for each reminder rule that you turn on.
- Reminders are sent to all members of your team.
Quick access to more resources:
- More information on each rule, time limit option and the actions required by your team member to complete the task are in the table below.
- Click here to learn more about the notifications your team members receive and how they can complete reminder tasks.
- Send these articles to your team members to get them started:
What is a lead’s status vs timeframe?
- A lead’s status may be set by you or the assigned agent on your team. This status indicates where the lead falls in the transaction funnel and helps you keep track of the status of all leads your team is working on.
- A lead’s timeframe is based on their estimated timeline to transact. Sometimes a lead will already have this information from the Zillow or Trulia home shopper; you or your team member can update this field if the information is not provided, or if it changes.
