Your pipeline

The pipeline is not something you have to go and maintain. It is what Beverly already knows, arranged so you can look at it. You can ask for any slice of it in plain words and get the same answer the screen would give you, because both are built from the same rules.

Asking for a slice

• By state, in the words above.
• By when: today, this week, in the last thirty days.
• By silence: quiet for two days, quiet for more than a week.
• By side: buyers, sellers, renters.
• By tag, in your own words: whatever you have tagged them.
• By whether a message failed to reach them, which is the one nobody thinks to check.

Beverly always says back what was filtered on, including anything filled in for you. If you ask a vague question you get a specific answer plus the assumption it rested on, rather than a number you cannot check.

Acting on what you find

• Open a lead and read the whole history, every message in and out.
• See the email on a lead, replies in and reports out, beside the texts.
• See the appointment that stands on them, when it is, and who booked it.
• Tag them, archive them, or mark them do not contact.
• Ask Beverly to text or email one of them. It comes back as a draft with the exact words for you to approve.
• Hand a single conversation to a teammate with a link, without giving them a login.