Work your call sheet

What’s on it

The big card is Up next: the most urgent lead, what to do and why now. Below it, Also now lists the rest that are due, No follow-up the open leads nothing is scheduled for, and Under contract the ones someone else has under contract.

The header says how many are left to do now and how many you’ve done today. Pipeline and Team activity sit beside the list (below it on a phone).

Work a lead

1. 1

   Read the card

   The title says what to do, the line under it why now. The strip shows the asking price, any offer and counter, the ARV estimate and the comps.

2. 2

   Call the agent

   The agent’s name and when you last talked are on the card. Press their number to call (on a phone the button says Call).

3. 3

   Log how it went

   After you press the number, the card asks How did it go? Pick one, jot down what they said if you like and press Log call.

   TalkedVoicemailNo answerLog call
4. 4

   Or log something else

   An offer, a counter or a note goes under + Log. To text or email the agent instead, type in the bar and press Send.

   + LogOfferCounterNoteSend
5. 5

   Next

   The lead drops off the list and the next one takes its place. A note at the bottom says when it’s back, with Undo if you picked the wrong thing.

Tips

Good to know

• When a lead comes back is up to your workflows. With After a call on as it comes, no answer brings it back in 3 hours, a voicemail tomorrow and a talk in 3 days. See Turn on a workflow.
• A logged call finishes the lead’s follow-up. If no workflow sets the next one, the lead moves to No follow-up.
• An offer or counter that expires within 72 hours pulls its lead into today.
• Leads someone else has under contract wait in Under contract, with no follow-ups, until the listing comes back or sells.
• The number on the card opens your phone’s own dialer. To call, text and email from Acre, see Call, text and email.
• More on the card in One lead at a time, and on taking things back in Log and undo.