Notes & Rules

Both the Sphere and Prospect groups are generic in that you don’t know in advance if a person in either of those groups will become a Seller, a Buyer, or both. As a result, the content will focus on more general real estate and homeownership topics. However, Sphere and Prospect are two separate mindsets. Sphere contacts are those you know well enough to have their personal contact information. Prospects are those you likely don’t know as well as you hope to ascertain their future needs.

• A Sphere should never be moved to a Prospect, and vice versa, because once you know a contact is thinking of moving, they should be marked as a New or Active Lead.

• Once a campaign reaches its time limit with a contact, it will automatically be replaced with a new campaign. To know which new campaign will be assigned, refer to the “Next Campaign” column in the “CORE Campaigns” section of this guide.

• When appropriate, change the contact’s status so that a new campaign may be applied. See “CORE Campaigns” to learn when a new status should be changed.
• Campaigns will automatically start when:
  • The contact’s stage is manually changed;
  • A specific hashtag is assigned to a contact that triggers a campaign;
  • The duration of the campaign has ended, and a new one is automatically assigned;
  • A new contact is created (either manually entered or from your connected website activity that requires an email or phone number, such as a landing page or registration).

IMPORTANT NOTE: Do not manually add or remove campaigns to a contact. Instead, change their status so the campaigns automatically start and/or stop based on that status. You have the option to receive a monthly email reminder containing a link to “My Campaign Contents,” showing you all of the possible articles that may be sent to your contacts on your behalf. If you wish to receive these reminders, you may change the status of that campaign from inactive to active, where the campaigns, Action/Smart Plans, or Workflows display in your CRM.