Buyer Active
Overview
The Buyer Active workflow sends emails to the contact when the contact is move to the Buyer (03) Active > Home Search pipeline. The emails are sent over a 24 day period emails used have no videos.
When the workflow reaches the end a task is generate and assigned to the agent to evaluate the contact.
Manually Add to Buyer Active Pipeline
- Go to Opportunities
- Click +New button
- Fill out + Add opportunity -- screen
- In the Pipeline drop down select Buyer (03) Active
- In the Stage select Home Search
- Click Add
Messages Used
Emails Used
- Buyer Buy A For Sale By Owner (spanish)
- Buyer Buying Your Next Home (spanish)
- Buyer Find Anything Yet (spanish)
- Buyer How Much Money Does It Take (spanish)
- Buyer Important Items (spanish)
- Buyer My Buyer Satisfaction Promise (spanish) (update for agent promise)
- Buyer Just Checking In (1) (spanish)
- Buyer Next Step When Buying Your Home (spanish)
- Buyer The Home Showing Process (spanish)
- Buyer What Is Your Favorite Restaurant (spanish)
Workflow Triggers
- Moved to Buyer Active Home Search Pipeline