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CRE INC // Lead Prospect (No Current 1031 [request info] (Send 1031&…
CRE INC // Lead Prospect
No Current 1031
[request info]
Subscribe to SFRPA
Send 1031&You Email (Deck & Consultation Link)
Scheduled Consultation
No Scheduled Consultation
Followup Call [7 days] (review & answer questions)
No Answer
Missed You Email
Conatus acquisitions services email [14 days]
Conatus asset management services [21days]
Phone call - Case Study [28 Days]
Answer
Interested (LIVE Transfer)
Interested (Schedule Consultation)
Assign Acct Mgr
Followup Timeframe
Not Interested Now
Followup Timeframe
Assign Acct Mgr
Conatus acquisitions services email [14 days]
Conatus asset management services [21days]
Phone call - Case Study [28 Days]
Not Interested (at all)
Current 1031
[request info]
Subscribe to SFRPA
Schedule Email (Consultation Link)
Scheduled Consultation
No Scheduled Consultation
Followup Call [2 days]
No Answer
Missed You Email
Conatus Case Study (Market Identification) [1 day]
Conatus Case Study (Success) [10 days]
Phone call - Case Study [7 Days]
Answer
Interested (LIVE Transfer)
Interested (Schedule Consultation)
Assign Acct Mgr
Followup Timeframe
Not Interested (at all)