Database Cleanup - Client Coding Files

The Client Coding File is an Excel sheet that contains contacts that have not yet been coded with Standard Contact Types.

When you code a file just complete the records that you know off the top of your head. Do not spend extra time trying to look up anything in other records. Just leave those records blank if you are unsure. We will have separate process to try to track them down later.

Complete and return your updated coding spreadsheets within one week to your Key Assistant and Lead Management Assistant. Do not print out. We need a returned spreadsheet.

Please review all contacts and complete Type and Rating ABC fields.
Fill-in a Type for every person.
Fill-in A, B, or C rating for all Client, SOI, Buyer, or Seller
For older buyer/seller leads, if unsure rate them as a C
Email if you have questions - Contact Type is what was in database already
Types (Tags) Description ABC Ratings
Client Past/current client A=2+ deals or 1+ referrals, B=would refer, C=unsure if they would refer
SOI Sphere of influence A=has referred, B=would refer, C=unsure if they would refer
Buyer Buyer lead A=showings within 30 days, B=30-90 days, C=90+ days or Buyer – Lost Bought House or Buyer - Dead Lead or Buyer - Unsure
Seller Seller lead A=list appt within 30 days, B=30-90 days, C=90+ days or Seller - Lost Price or Seller - Lost Compete or Seller - Dead Lead or Seller - Unsure
Vendor Vendor/service provider A= has provided referrals, B=means friendly, C=means just a vendor
Agent Realtor - fellow agent A= has provided referrals, B=means friendly, C=means just an agent
Other Some other type Describe in this field
Delete Delete person from DB Anyone you mark as Delete, we will delete from DB
Dupe Duplicate person We will sort out with you and remove duplicates
Type Rating A, B, C First Name Last Name Email Address Company Position Connected On
  • services/lead_management/database_cleanup_-_client_coding_files.txt
  • Last modified: 2018/12/20 16:50
  • by raquelmartin