Brokers - When a lead is not going to work out for a listing you have, would you identify them as "Not a fit" or "Not interested"?
And on a CRM would you prefer one over the other? Or have the option to select either?
[{"id": "fwpr0sf", "text": "This is a very unimportant detail. Why even ask this? No offense. But I guess it depends on why the lead didn\u2019t work out. Most importantly put in the notes why it didn\u2019t work out.", "replies": [{"id": "fwpretn", "text": "Because he's developing software and asking a genuine question.", "replies": [{"id": "fwprmry", "text": "I guess that makes more sense. I would prob just put \u201cdead\u201d as the status. Active leads, pursuing a lead, and a dead lead. Dead will cover everything even if it\u2019s not a fit or if they don\u2019t like visibility or something", "replies": [{"id": "fxe0x92", "text": "Also keep in mind, a large percentage of leads are never officially dead, they just become not responsive at some point.", "replies": [], "depth": 4}], "depth": 3}], "depth": 2}], "depth": 1}, {"id": "fwpwfgg", "text": "Depends on the reason. If the space fits and they aren\u2019t interested, they\u2019re not interested. But if I bring a client a space that matches all the requirements they dictated to me during qualifying questions and they don\u2019t like it, they\u2019re just not interested. It all depends on whether it\u2019s within their specifications or not.", "replies": [], "depth": 1}, {"id": "fwq813u", "text": "I try to convert them into a client by reaching out and going through the criteria discovery process with them. If my property isn\u2019t going to work and they don\u2019t have an agent representing them, they\u2019re ripe for the picking! Time to assist in finding something that will work for them.\n\nI\u2019d throw them onto my \u201cprospective client\u201d list and start working on finding them something. Once we identify a property and start working through the acquisition process, then they move to \u201cactive client\u201d.", "replies": [], "depth": 1}, {"id": "fwsyas8", "text": "I'd consider a two-part process that first describes if the lead is qualified (do they fit a profile to buy/lease from you at some point?) and then if the product (listing) roughly matches what they are looking for. In other words if your specialty is sub-institutional multifamily sales and the lead is a potential lessor for med office they move to unqualified/dead. If you feel they are worth further qualification as an investor if you find the right deal then move them into a discovery stage. I've seen some investment pro's separate buyers and sellers as a lead/account type to maintain separate pipelines and for target marketing.", "replies": [], "depth": 1}]