Customer Record Classification Terminology
Contact
A person’s record in the system
Lead/Prospect
A person who has raised their hand and shown interest but has not yet engaged with a sales representative
Traffic Unit
A person who has engaged in a two-way substantive sales conversations with a sales representative that helps determine whether a home purchase is realistically possible, including interactions via appointment, walk in, phone call, virtual meeting, or email.
What is a Substantive Sales Conversations?
Any two-way interaction with a sales rep that includes qualification or pricing discussions purchase is within the realm of possibility
Logged activity marked as a sales conversation in the CRM
A person’s record in the system
Lead/Prospect
A person who has raised their hand and shown interest but has not yet engaged with a sales representative
Traffic Unit
A person who has engaged in a two-way substantive sales conversations with a sales representative that helps determine whether a home purchase is realistically possible, including interactions via appointment, walk in, phone call, virtual meeting, or email.
What is a Substantive Sales Conversations?
Any two-way interaction with a sales rep that includes qualification or pricing discussions purchase is within the realm of possibility
Logged activity marked as a sales conversation in the CRM