Manage your conversations effectively by updating record statuses and lifecycle stages based on how prospects respond
When a prospect replies to your campaign—whether by text, email, or call—it’s important to keep your database organized and your follow-ups intentional. Invelo makes this easy through record statuses and lifecycle stages, allowing you to track each contact’s engagement and move them through your pipeline efficiently.
1. Review the prospect’s response
When you receive a reply, you can either open the message from the inbox or check the contact/property record to review their response. This helps you determine the next appropriate action—whether they’re interested, not interested, or need follow-up.
2. Update the record status
Record statuses help you keep track of where a contact currently stands in your communication process. Here are the available statuses you can use:
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Appointment Set – A meeting or call has been scheduled with the contact.
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Attempted to Contact – You’ve tried reaching out but haven’t connected yet.
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Bad Timing – The contact isn’t ready to move forward right now but may be later.
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Connected – You’ve successfully spoken with the contact.
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Follow Up – The contact requires another touchpoint or future communication.
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In Progress – Ongoing communication or negotiation is taking place.
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New – A newly added contact that hasn’t been reached out to yet.
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Qualified – The contact meets your criteria and is worth pursuing further.
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Wrong Contact – The person reached isn’t the correct contact for the property or lead.
💡 Tip: You can also edit your record statuses or add new ones that align with your own business practices. This allows you to personalize your workflow and track communication stages more effectively.
3. Adjust the lifecycle stage
Lifecycle stages represent a contact’s overall journey in your pipeline:
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Prospect – The initial stage for all new contacts.
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Lead – Move the contact here if they show real interest or potential to convert.
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Deal – Use this stage when you’re actively negotiating or under contract.
Adjusting the lifecycle stage ensures the contact progresses through your workflow and triggers the right automation or follow-up steps if you have them set up.
4. Add notes or tasks (optional)
For added clarity, you can add a note summarizing the conversation or add tasks such as "follow-up next week” or “send SMS” This provides better context for future interactions.
5. Continue nurturing or remove from outreach
Based on their updated status or stage, decide whether to keep the contact in your follow-up campaigns or exclude them from future outreach. You can exclude property records from your outreach efforts by pushing them to the Lost stage.
Keeping your statuses and stages updated not only helps you stay organized but also ensures your communication strategy stays focused and efficient. By using these tools consistently, you’ll always know where each contact stands and what action to take next.