📥 External Leads

The External Leads module is designed to capture and track all motivated seller leads generated by outbound activities such as Cold Calling, SMS/Text campaigns, and RVM (Ringless Voicemail).

🎯 Purpose of External Leads

• Centralize all outbound-generated seller leads
• Track motivation and readiness to close
• Avoid duplicate records
• Measure VA and campaign performance
• Trigger automation and follow-ups instantly

🕒 When Should This Module Be Used?

Use the External Leads module when:

• 📞 A VA submits a motivated lead from cold calling
• 💬 A seller responds positively to a text/SMS campaign
• 📢 An RVM recipient calls or messages back
• 📝 A lead is collected manually by the outreach team

🧾 Captured Information

• 👤 Seller First & Last Name
• 📱 Phone Number
• 📧 Email Address
• 📍 Property Address
• 🔗 Lead Source (Cold Call / Text / RVM)
• 🔥 Lead Temperature (Hot / Warm / Cold)
• 🏠 Occupancy Status
• 👨‍💼 Assigned Agent
• 📝 Motivation & Seller Notes
• 💰 Asking Price & Mortgage Details
• ⏱ Ready-to-Close Timeline

🔄 Lead Workflow After Submission

1. Lead is submitted via the External Lead Webform
2. Duplicate check runs automatically
3. Lead is assigned to an Acquisition Agent
4. Calling & follow-up automation begins
5. Lead is tracked through negotiation and closing

🔗 Important Links

👥 Access & Permissions

✅ Best Practices

• Always select the correct Lead Source
• Add clear and detailed motivation notes
• Assign leads immediately
• Avoid manual status changes unless required

🛠 Troubleshooting

• Lead not visible? → Check duplicate rules
• Wrong agent assigned? → Update assignment field
• Automation not triggered? → Confirm lead source & status