Updated on August 11, 2022

Follow Ups and Monitoring Team Workload

Follow Ups are used to monitor team workload and keep track of key data points in closing your deals. Incoming leads to SimplifyREI will be marked as “Untouched” and will generate a Follow Up to the assigned Lead Manager of the particular lead (located underneath Seller Information). Incoming leads will automatically round robin to any Team Members with their respective roles assigned within the Team Members APP.

Acquisitions Manager = Simplified Sellers

Transactions Coordinator = Transactions

Dispositions = Buyers Book

Lead Manager = This position can be modified to handle certain lead types within your Sellers APP. For example, Lead Managers can be automatically assigned to Cold leads, while incoming warm and hot leads can be automatically sent to Acquisitions. For modifications such as these, submit a support request using the webform located on your SimplifyREI homepage.

How To view all team Follow Ups #

Located within your APPS click on Follow Ups. Follow Ups are used to monitor team workload keep track of key data points in closing your deals.

First Way To assign Follow Ups to team members #

There are two ways to assign Follow Ups to team members. For the first way, go into your Follow Ups APP and click on the green  “Add Follow Up”

When creating a Follow Up via the Follow Ups APP, you can customize the Follow Up Title, Follow Up notes, priority, the seller lead it’s related to and assign it to any members whom are already within your system.

Second Way To assign Follow Ups to team members #

Follow Ups can also be created within Simplified Sellers, Buyers Book, and Transactions APP. For this example, we used our Simplified Sellers app.

Select a specific follow up date, or use the convenient Lead Follow Up In dropdown. Be sure to only choose one to prevent duplicate Follow Ups. A Follow Up will automatically generate for the Lead Manager whom is assigned to the particular profile to follow up with that lead in X days.

Once the Follow Up has been created, you will see a confirmation message within the activity section of that lead profile and can also view any other related Follow Ups to that profile under the “Lead Tracking” section of any profile.

To maximize the most out of SimplifyREI, go through each of these articles and set up a proper system with your team that everyone enjoys.

If this article did not answer your question regarding Follow Ups and you have viewed the rest of the Knowledge Base, send us an email! support@localhost