Active potential listings are one of your 'Rocks' on the dashboard.
Mark Burgess defines 'Rocks' as the following: 'Think of the beach. At the beach you have sand, pebbles and rocks. Think of mundane day to day things as the sand, think of your slightly more important tasks as pebbles, and think of your business fundamentals as rocks. Now imagine your business is a glass. If you put the sand in first there is no room for your pebbles and rocks in the glass. If the Rocks go in first then the sand will still find it's way in to the glass and fill in the cracks.'
Active Potential Listings only show potential listings in your branch's area. Click here to see how to set up your rocks by adding My Areas
To access your active potential listings, scroll down to the bottom of the dashboard and click 'Active Potential Listings'
When in Active Potential Listings, you will see a list of contacts, their properties and a coloured dot on each contact like so. All of these contacts will need a search profile to show up in Rocks.
There are 3 ways in which contacts come in to Active Potential Listings, they each have a corresponding colour.
MA - Orange: The contact has had an MA from us previously and Lifesycle has noticed they have been active recently, check their timeline to see what they have been doing, then either create a task to contact them or dismiss them from this list.
SDV - Purple: The contact has requested an SDV with us previously and Lifesycle has noticed they have been active recently, check their timeline to see what they have been doing, then either create a task to contact them or dismiss them from this list.
Heads Up - Yellow: The contact is registered with us as a Buyer with a property to sell and Lifesycle has noticed they have been active recently, check their timeline to see what they have been doing, then either create a task to contact them or dismiss them from this list.
If a contact has a number above their coloured dot that means they have done more than one of the 4 things mentioned above, and when you click on that number you can see what has been done.
On any of these contacts, you can click on the 3 dots to the right to either, Create a Task, Remove from the list, Book an MA, create a note or Mute Contact.
If you create a task, the contact will be removed from the Active Potential Listings list, and the property/contact information will be transferred in to the task. This is to stop multiple users creating tasks to call the same contact.
Muting a contact will remove that contact from the current list and stop that particular contact from coming back in to your Rocks list for a certain period of time, no matter what they do.
When you mute a contact, simply select the amount of time you would like them to be muted for and give a reason why.
You can view your muted contacts by clicking Muted List at the top of the page.
Here you can see who muted the contact, when they were muted, until what day they are muted, check the notes that where made when muting, and you can also click the three dots to create a task, update the notes made when muted, and unmute the contact.