BoldTrail Statuses
BoldTrail allows you to tag your contacts with different status labels. See below for a list of statuses and their definitions:
A status is always assigned to a new contact. If they are imported as a particular status, or if they register on your website, they always have a status. The status of your lead is important because it dictates various campaigns for your lead. Be aware that each time a status is changed or assigned to a contact, it can trigger a particular campaign to be assigned.
New Lead - someone that registered on your BoldTrail site and became a New Lead.
Sphere - the people who you know or are in touch with periodically– your Sphere of Influence.
Prospect - someone that you have made contact with or entered into the system manually (such as someone you met at an Open House.) This status should be used for leads that have been contacted, but are not quite ready yet.
Active Lead - a new lead that has returned to the website several times and continues to look at properties.
Client - someone you are actively doing business with by showing homes, signing paperwork, etc.
Contract - someone that has been synced up with your transaction management software, such as SkySlope, or DocuSign, or any of the other Transaction Management Systems integrated with Bold Trail.
Closed - someone who you have sold/closed a contract with.
Archived - your storage/trash bin. This is for anyone you have no plans on contacting or doing business with in the future.