Guide to Using the Agent Outreach Tool
Updated: December 03, 2024
Vintory no longer offers Closed Listings
The Agent Outreach Tool offers a streamlined approach to managing leads and property information efficiently.
Navigating to the Agent Outreach Tool:
To access the Agent Outreach Tool, begin by navigating to the "Opportunity" section. It's essential to note you will have a new pipeline called the "Agent Outreach Pipeline," where all leads and property information will be stored upon entry into the platform.
Understanding Automations:
Under Automations locate the "Agent Outreach" folder. Here you will see three workflows.
New Listing Outreach Workflow: The "New Listing Outreach" workflow targets newly listed properties. Here's how it operates:
- Opportunity Creation: An opportunity is generated, tagged as "MLS new," and placed in the "Email Sent to Listing Agent" stage of the pipeline.
- Listing Notes and Email: Property details are logged in the contact's listing notes, while an email prompts the agent for a rental income projection.
- Response Tracking: Upon agent response, the opportunity shifts to the "Responsive Listing Agent" stage, indicating interest and engagement.
View our help article for Visualizing the Pipeline!
Note: All users have the flexibility to customize email templates and workflows to suit their specific requirements, ensuring seamless integration with their existing processes.