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CRM User Guide - Buyers Edge Property
Calendar & Form Links
Item
URL
Button
Investor Fast Start Call
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Contact in 1. Lead Pipeline
Stage
Activity
Action To Take
Automation / Workflow Action
New Lead
Called → No Answer or Voicemail
Click No Answer / Voicemail on call disposition screen after hanging up; OR fill out and submit the Lead-Intro Call form on contact’s opportunity record card: Intro Call Outcome = No Answer / Voicemail
Sends email and SMS to book a discovery call
Moves opportunity to Contact Attempt 1
Wait 2 days then adds a task to the assigned user to perform manual outbound call
New Lead
Called → Incorrect number
Click Incorrect Number on call disposition screen after hanging up
Moves opportunity to Incorrect Phone Number
Sends email and SMS to book a discovery call for 3 days sequence
If prospect did not booked a discovery call, updates opportunity status to Abandoned
Contact Attempt 1
Called → No Answer or Voicemail
Click No Answer / Voicemail on call disposition screen after hanging up; OR fill out and submit the Lead-Intro Call form on contact’s opportunity record card: Intro Call Outcome = No Answer / Voicemail
Sends final follow up email and SMS to book a discovery call
Moves opportunity to Contact Attempt 2
Updates opportunity status to Abandoned
Contact Attempt 2
Prospects with Abandoned Status
No action to take
Status is Abandon
Contact Attempt 2
Prospect booked a discovery call
No action to take
Creates new opportunity [Full Name #opportunity count]
Moves opportunity [2. Sales] Pipeline → Discovery Call Booked
Discovery call added to your calendar
Incorrect Number
Prospect booked a discovery call
No action to take
Creates new opportunity [Full Name #opportunity count]
Moves opportunity [2. Sales] Pipeline → Discovery Call Booked
Discovery call added to your calendar
New Lead
Contact Attempt 1
Called → Answered → Prospect is Not Interested
Click Not interested on call disposition screen after hanging up; OR fill out and submit the Lead-Intro Call form on contact’s opportunity record card: Intro Call Outcome = Not Interested, abandon lead
Adds tag Abandoned
Updates opportunity status to Abandoned
New Lead
Contact Attempt 1
Called → Answered → Prospect wants to talk at a later time
After the Call, fill out and submit the Lead-Intro Call form on contact’s opportunity record card: Intro Call Outcome = Need more info (call again later)
Moves opportunity to Contacted, Need more info
Sends email and SMS to book an intro call
If prospect did not booked an intro call within 5 days, updates opportunity status to Abandoned
Contacted, Need more info
Prospect booked an intro call
No action to take
Moves opportunity to Scheduled Intro Call Booked
Scheduled Intro call added to your calendar
Anywhere in [1. Lead] Pipeline
Inbound call from Lead → Interested, Qualified for Discovery Call
After the Call, fill out and submit the Lead-Intro Call form on contact’s opportunity record card: Intro Call Outcome = Lead Interested, Qualified for Discovery Call
Moves opportunity to Intro Call Completed
Sends email and SMS message with link to book Discovery call
Anywhere in [1. Lead] Pipeline
Inbound call from Lead → Interested, Not Qualified for Discovery Call
After the Call, fill out and submit the Lead-Intro Call form on contact’s opportunity record card: Intro Call Outcome = Lead Interested, NOT Qualified for Discovery Call
Moves opportunity to Intro Call Completed
Updates opportunity status to Abandoned
Scheduled Intro Call Booked
Intro Call Completed → prospect is Qualified
After the Call, fill out and submit the Lead-Intro Call form on contact’s opportunity record card: Intro Call Outcome = Lead Interested, Qualified for Discovery Call
Moves opportunity to Intro Call Completed
Sends email and SMS message with link to book Discovery call
Scheduled Intro Call Booked
Intro Call Completed → prospect is NOT Qualified
After the Call, fill out and submit the Lead-Intro Call form on contact’s opportunity record card: Intro Call Outcome = Lead Interested, NOT Qualified for Discovery Call
Moves opportunity to Intro Call Completed
Updates opportunity status to Abandoned
Scheduled Intro Call Booked
Called → No Answer or Voicemail
After the Call, fill out and submit the Lead-Intro Call form on contact’s opportunity record card: Intro Call Outcome = No Answer / Voicemail
Moves opportunity to Contact Attempt 2
Updates opportunity status to Abandoned
Intro Call Completed
Prospect DID NOT booked a discovery call
Do a final manual call
If they do not answer OR express they are not interested: Click Not interested on call disposition screen after hanging up; OR fill out and submit the Lead-Intro Call form on contact’s opportunity record card: Intro Call Outcome = Not Interested, abandon lead
Updates opportunity status to Abandoned
Intro Call Completed
Prospect booked a discovery call
No action to take
Moves opportunity to [2. Sales] Pipeline → Discovery Call Booked
Discovery call added to your calendar
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Contact in 2. Sales Pipeline
Stage
Activity
Action To Take
Automation / Workflow Action
Discovery Call Booked
Prospect was a no-show for Discovery call
After the call, fill out and submit the Discovery Call Completed form on contact record: Discovery Call Outcome = No Show
Creates task → “Client was a no-show for Discovery call on {{right_now.little_endian_date}} at {{right_now.time_ampm}}.
Please contact them to rebook the call.” Due in 2 days
Discovery Call Booked
Discovery call completed, prospect is NOT a good fit
After the call, fill out and submit the Discovery Call Completed form on contact record: Discovery Call Outcome = Not Proceeding
BEP Lead Status changed to did not proceed
Updates opportunity status to Abandon
Moves opportunity to Discovery Call Completed
Discovery Call Booked
Discovery call completed, prospect is a good fit, ready to proceed now
After the call, fill out and submit the Discovery Call Completed form on contact record: Discovery Call Outcome = Proceeding + send agreement now = “Yes”
Adds to workflow Engagement Fee Pricing (2 Variations)
BEP Lead Status changed to Discovery Call Completed → add notes = Mark as client proceeding
Moves opportunity to Discovery Call Completed
Adds to workflow Send Agency Agreement
Discovery Call Booked
Discovery call completed, prospect is a good fit, NOT ready to proceed
After the call, fill out and submit the Discovery Call Completed form on contact record: Discovery Call Outcome = Proceeding → but nurture further DO NOT send agency agreement
Moves opportunity to Discovery Call Completed
Adds task to assigned user for nurture follow up.
Note: Contact will stay on this pipeline stage until decided to move forward and the send agreement now custom field is changed to “yes”
Discovery Call Completed
Prospect advises that they are now ready to proceed
Fill out and submit the Sales-Send Agency Agreement form and check send agreement now = “Yes” add any note if necessary.
Adds to workflow Send Agency Agreement.
Discovery Call Completed
Discovery call outcome = Proceeding → agency agreement for 1-signatory sent
No action to take
If 1 buyer → sends the Agency Agreement v4-1 signatory to contact and will await for the signature.
Moves opportunity to Agency Agreement Sent
Discovery Call Completed
Discovery call outcome = Proceeding → agency agreement for 2-signatory draft sent to assigned user
Internal notification will be sent with the link for the draft Agency Agreement v4-2 signatory, review and put the second buyer’s email in the recipient then SEND.
Note: Contact details and 2nd buyer’s detail included in the internal notification.
If 2 buyers → creates a draft Agency Agreement v4-2 signatory and send as internal notification to the assigned user/Jason for review. Once agreement is sent, moves opportunity to Agency Agreement Sent
Agency Agreement Sent
Client signs Agency Agreement (either signed for 1-signatory or 2-signatory agreement)
No action to take
Sends invoice BEP buyers agreement
Moves opportunity to [3. Client] Pipeline → Agreement Signed
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Contact in 3. Client Pipeline
Stage
Activity
Action To Take
Automation / Workflow Action
Agreement Signed
Waiting for payment of Engagement Fee
No action to take
Opportunity will received the invoice to pay for “BEP buyers agreement”
Engagement Fee Paid
Client paid the engagement fee - has a pre-approval
Fill out and submit the Buyer Ready form on contact’s opportunity record card: Buyer Ready has pre-approval? = Yes
Find opportunity ID
Moves opportunity to Buyer Ready
Engagement Fee Paid
Client paid the engagement fee - has NO pre-approval
Fill out and submit the Buyer Ready form on contact’s opportunity record card: Buyer Ready has pre-approval? = No
Find opportunity ID
Moves opportunity to Awaiting Pre Approval
Engagement Fee Paid
Client paid the engagement fee → Added more deals - has a pre-approval already
Note: form URL will be populated to contact record
After the payment, if necessary, fill out and submit the Add more deals form on contact record: Additional deals to add = 1 - 7
Creates additional opportunity card with format [Opportunity] #[no. of deals from 2-8]
Updates opportunity to Buyer Ready
Updates contact field Client Deal Number =[contact.opportunity_count]
Engagement Fee Paid
Client paid the engagement fee → Added more deals - has NO pre-approval yet
Note: form URL will be populated to contact record
After the payment, if necessary, fill out and submit the Add more deals form on contact record: Additional deals to add = 1 - 7
Creates additional opportunity card with format [Opportunity] #[no. of deals from 2-8]
Updates opportunity to Awaiting Pre Approval
Updates contact field Client Deal Number =[contact.opportunity_count]
Awaiting Pre Approval
Awaiting for Pre-approval from
Moves opportunity to Buyer Ready
Buyer Ready
Awaiting to Allocate a property
Once there is a property allocated, fill out and submit the Allocated Property form on contact’s opportunity record card
Find opportunity ID
Moves opportunity to Allocate Property
Allocated Property
Client has been allocated a property with. Offer made to the sales agent
Fill out and submit the Offer Submitted form on contact’s opportunity record card
Find opportunity ID
Moves opportunity to Offer Submitted
Offer Submitted
Sales agent verbally accepted the offer
Fill out and submit the Offer Accepted form on contact’s opportunity record card
Moves opportunity to [4. Deals] Pipeline → Offer Accepted
Allocated Property
Offer Submitted
Offer rejected and customer decides not to increase
Client withdraws offer
Property sold to another buyer
Fill out and submit the Unallocated Property form on contact’s opportunity record card
Moves opportunity back to [3. Client] Pipeline → Buyer Ready pipeline stage
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Contact in 4. Deals
Stage
Activity
Action To Take
Automation / Workflow Action
Offer Accepted
Contract of sale received from vendor’s solicitor
Contract sent to client’s conveyancer for review
Fill out and submit the COS Signed by Buyer form on contact’s opportunity record card
Find opportunity ID
Moves opportunity to COS Signed by Buyer
COS Signed by Buyer
Client has signed contract of sale
Contract sent to listing agent/vendor’s solicitor
Fill out and submit the Contracts Exchanged form on contact’s opportunity record card
Note: Do not forget to manually upload the Executed COS on contact’s opportunity record.
Find opportunity ID
Moves opportunity to Contracts Exchanged
Contracts Exchanged
Both buyer and vendor have signed contracts
Deposit paid to vendor’s solicitor
Contracts formally exchanged
Deal is now legally binding
Fill out and submit the Unconditional form on contact’s opportunity record card
Note: Do not forget to manually upload the Formal Finance Approved on contact’s opportunity record.
Find opportunity ID
Moves opportunity to Unconditional
Sends invoice for settlement = $16,500 - $3,500 (Engagement fee paid)
Unconditional
Settlement date is within 1 week
Final inspection scheduled or completed
All parties preparing for settlement
Fill out and submit the PSI Completed form on contact’s opportunity record card
Note: Do not forget to manually upload the PSI Form completed & PSI video/photos on contact’s opportunity record.
Find opportunity ID
Moves opportunity to PSI completed
PSI Completed
Settlement has occurred and funds transferred
Client now legally owns the property and keys handed over
Fill out and submit the Settled Form on contact’s opportunity record card
Find opportunity ID
Updates opportunity status to Won
Moves opportunity to settled
Settled
No Exit - This is End Stage
No action to take
None
Offer Accepted
COS Signed by Buyer
Contracts Exchanged
Vendor backs out (rare but possible)
Client changes mind (rare)
Client decides not to proceed based on inspection findings
Fill out and submit the Unallocated Property form on contact’s opportunity record card
Moves opportunity back to [3. Client] Pipeline → Buyer Ready pipeline stage
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5. Properties
Stage
Activity
Action To Take
Automation / Workflow Action
Access to Property
Critical Details
Assess Market Value
Assess Cash Flow
Allocate Buyer
Buyer Allocated
Bin (Lost)
There are no rows in this table
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