All leads coming through Lead Router, in addition to USAA assignments, will need to be managed in Zap. To make sure that you continue to be eligible to receive company generated leads on listings other than your own, you need to make the necessary updates to your contacts within Zap so that you stay in compliance.
To make sure your are alerted that you have an inbound Lead Router call, add Lead Router as a new contact in your phone and make the ring tone something that is different and recognizable to you as Lead Router. The system will offer leads from the following number: 970-660-5323
Note: Listing Agents will always be eligible to receive leads on their own listings. Contacts you manually enter are not subject to mandatory updates.
When Are Updates Due
FIRST update is due within 24 hours – call, text or email.
SECOND update is due in 5 days. Changing status (Hot Prospect, Incubating) counts as an update.
THIRD and subsequent updates are required every 30 days.
How Do I Know If I’m Out Of Compliance
Login into your Zap account at new.myzap.com. Your Username and Password is the same that you use to login to the Greenhouse.
Once logged in, go to the left side of the screen and hit ‘Contacts’. Anything that is labelled ‘Broker Lead’ requires updates in Zap, and if you see a RED line, you are out of compliance and ineligible to receive leads on things other than your own listings.
How To Get Back Into Compliance
There are 4 options to get back into compliance
1 – Log a Call
2 – Send an Email
3 – Apply a Campaign
4 – Remove the contact
Open the contact that is out of compliance and you can see where you can log a call or send an email from within Zap.
To Apply A Campaign
Within the contact, click on ‘Campaign’ as seen above. Scroll down until you see Follow-Up Plan and click ‘Add Follow-Up Plan’
Select a campaign. Gary Greene has created email campaigns that will run for 6 to 8 months, while keeping you in compliance. There’s one for Unresponsive Prospects, Rental/New Buyer Campaign, and one for Open House Follow-Up.
Verify that you are back in compliance after assigning the campaign. The red line should now be GREEN.
How To Remove A Contact
There are several reasons you might remove a contact.
1 – You can’t work the lead because it’s out of the area.
2 – The contact is no longer in the market.
3 – The contact requests that you remove them.
4 – Lack of valid contact information.
Before you remove a contact, consider the following:
1 – Online leads take TIME and can often be non-responsive early on. The GG non-responsive
campaign may perfect for them.
2 – Tenants often become your future buyers.
3 – If you remove the contact and they fill out a form in the future, the lead will not come back to you.
If you keep it in your contacts, it will return to you.
To REMOVE the contact, open the contact. When you are in the actual contact, click the ‘More’ button. At the bottom of the dropdown is ‘Remove from Contacts’.
You will then be required to complete the following form providing the reason for removing the contact, and additional comments.
It’s quick and easy to make the updates, and with your improving online presence, you never know … you may just get an inquiry that you don’t want to miss!
