Contact statuses, lead types, and hashtags are all ways to easily organize your book of business within the Smart CRM for automated nurturing and quick filtering for mass actions.

Lead types

Lead types refer to the type of contact that you are working with regardless of where they are in the buying/selling process. There are five available lead types in BoldTrail

1. Buyer

2. Seller

3. Renter

4. Vendor

5. Agent

Since a contact may qualify as more than one type at a time, each contact in BoldTrail can have more than one lead type as necessary.

Learn more about lead types by clicking the link below.

Contact statuses

Contact statuses refer to where the contact is in your pipeline. Sphere and Active Leads will most likely need different conversion methods. And a New Lead is very different from a Client. Statuses are great indicators of what stage a contact is in and what they need from you as a real estate agent.

1. Sphere: Contacts you know, who may or may not be searching for real estate.

2. Prospect: Contact you've met or have information for, who you want to convert into a real estate lead. They are not actively searching right now, and your efforts are directed towards getting them to do so.

3. New Lead: Contacts who have signed up on one of our websites, either from an ad or some other lead source, such as an email import or event marketing.

4. Active Lead: Contacts who are actively returning to our website to view properties or are otherwise actively searching for real estate.

5. Client: Contacts you are actually working with.

6. Contract: Contacts who are in the buying or selling transaction process.

7. Closed: Contacts who have completed a transaction.

Additionally, you may archive a lead that you no longer intend to work or communicate with. Moving a contact to this status will unsubscribe them from any further automated communication.

Learn more about contact statuses by clicking the link below.

Hashtags

Hashtags are BoldTrail's version of labels within the Smart CRM. They can be used to organize your contact list for quick filtering and communication, trigger one or more additional actions within BoldTrail, and more.

There is no limit on how many total hashtags (labels) you are able to create within your BoldTrail account or how many you apply to an individual contact. They can be manually created or set up to automatically apply to specific contacts, like New Leads, as they are added to your Smart CRM.

Learn more about hashtags by clicking the link below.