All custom field selections for the Deal Board are located in the "Under Contract Info" section of the contact conversation screen
Verbal Offer Made Pipeline Workflow
Initiation of Workflow
User selects "yes" in the verbal offer made section
Actions Taken when Workflow is Triggered
Remove any existing opportunities on the contact
Add a verbal offer made tag
Remove bot follow-up tags
Mark as read
Remove from all workflows
Move into the verbal offer made pipeline
🚨Please note when a contact has been tagged with "verbal offer made" the bot nor the automation will respond to any inbound messages from that contact as long as the verbal offer made tag is on the contact. An alert will be sent to the user when a message comes in from the contact.🚨
Purchase Agreement Sent Pipeline Workflow
Initiation of Workflow
User selects "yes" in the send purchase agreement section
Actions Taken when Workflow is Triggered
Remove any existing opportunities on the contact
Add a purchase agreement sent tag
Remove bot follow-up tags
Mark as read
Remove from all workflows
Move into the purchase agreement sent pipeline
12 hr wait to give user time to update the "purchase agreement signed" which is the next phase of the deal board. (if the contact is not updated with a "yes or no" it will be tagged with purchase agreement not signed, with a notification send to all users, and then moved to the agreement not signed pipeline)
if the contact is updated "yes" within the first 12 hr wait the contact will be tagged with purchase agreement signed and moved to the purchase agreement signed pipeline.
🚨Please note when a contact has been tagged with "purchase agreement sent" the bot nor the automation will respond to any inbound messages from that contact as long as the purchase agreement sent tag is on the contact. An alert will be sent to the user when a message comes in from the contact.🚨
Purchase Agreement Signed Pipeline Workflow
Initiation of Workflow
User selects "yes" in the purchase agreement signed section
Actions Taken when Workflow is Triggered
Remove any existing opportunities on the contact
Add a purchase agreement signed tag
Remove bot follow-up tags
Remove from all workflows
Moving into the purchase agreement signed pipeline
🚨Please note when a contact has been tagged with "purchase agreement signed" the bot nor the automation will respond to any inbound messages from that contact as long as the purchase agreement signed tag is on the contact. An alert will be sent to the user when a message comes in from the contact.🚨
Purchase Agreement Not Signed Pipeline Workflow
Initiation of Workflow
User selects "no" in the purchase agreement signed section
Actions Taken when Workflow is Triggered
Add a purchase agreement not signed tag
Move into the purchase agreement not signed pipeline
Remove from all workflows
Remove any existing opportunities on the contact
Remove bot follow-up tags
🚨Please note when a contact has been tagged with "purchase agreement not signed" the bot nor the automation will respond to any inbound messages from that contact as long as the purchase agreement not signed tag is on the contact. An alert will be sent to the user when a message comes in from the contact.🚨
Purchase Agreement Assigned To Cash Buyer Pipeline Workflow
Initiation of Workflow
User enters a "value" in the purchase agreement signed section
Actions Taken when Workflow is Triggered
Add a contract assigned to cash buyer tag
Move into the contract assigned to cash buyer pipeline
Remove from all workflows
Remove any existing opportunities on the contact
Remove bot follow-up tags
🚨Please note when a contact has been tagged with "contract assigned to cash buyer" the bot nor the automation will respond to any inbound messages from that contact as long as the contract assigned to cash buyer tag is on the contact. An alert will be sent to the user when a message comes in from the contact.🚨
Contracts Sent To Title Pipeline Workflow
Initiation of Workflow
User selects "yes" in the contracts sent to title section
Actions Taken when Workflow is Triggered
Add a contracts sent to title tag
Move into the contracts sent to title pipeline
Sends sms to contact advising contact of the closing date
Remove from all workflows
Remember any existing opportunities on the contact
Remove bot follow-up tags
🚨Please note when a contact has been tagged with "contracts sent to title" the bot nor the automation will respond to any inbound messages from that contact as long as the contracts sent to title tag is on the contact. An alert will be sent to the user when a message comes in from the contact.🚨
EMD Collected Pipeline Workflow
Initiation of Workflow
User enters a "value" in the EMD collected section
Actions Taken when Workflow is Triggered
Add a EMD collected tag
Move into the EMD collected pipeline
Remove from all workflows
Remove any existing opportunities on the contact
Remove bot follow-up tags
🚨Please note when a contact has been tagged with "EMD collected" the bot nor the automation will respond to any inbound messages from that contact as long as the EMD collected tag is on the contact. An alert will be sent to the user when a message comes in from the contact.🚨
Closing Date Scheduled Pipeline Workflow
Initiation of Workflow
User enters a date "value" in the closing date scheduled section
Actions Taken when Workflow is Triggered
Add a closing date scheduled tag
Move into the closing date scheduled pipeline
Remove from all workflows
Remove any existing opportunities on the contact
Remove bot follow-up tags
🚨Please note when a contact has been tagged with "closing date scheduled" the bot nor the automation will respond to any inbound messages from that contact as long as the closing date scheduled tag is on the contact. An alert will be sent to the user when a message comes in from the contact.🚨
Deal Fell Through Pipeline Workflow
Initiation of Workflow
User checks box in the deal fell through section
Actions Taken when Workflow is Triggered
Add a deal fell through tag
Move into deal fell through pipeline
Remove from all workflows
Remove any existing opportunities on the contact
Remove bot follow-up tags
🚨Please note when a contact has been tagged with "deal fell through" the bot nor the automation will respond to any inbound messages from that contact as long as the deal fell through tag is on the contact. An alert will be sent to the user when a message comes in from the contact.🚨
Deal Closed Pipeline Workflow
Initiation of Workflow
User checks box in the deal closed section
Actions Taken when Workflow is Triggered
Add a closed tag
Move into deal closed pipeline
Remove from all workflows
Remove any existing opportunities on the contact
Remove bot follow-up tags
🚨Please note when a contact has been tagged with "closed" the bot nor the automation will respond to any inbound messages from that contact as long as the closed tag is on the contact. An alert will be sent to the user when a message comes in from the contact.🚨