Alerts and follow-through
Hot leads, missed leads, replies and the weekly team report
Hot-lead alerts
How Trevy decides a contact is hot, and what their agent gets in Follow Up Boss when one is.
When nobody reaches a hot lead
How Trevy warns the team lead, then moves a hot lead nobody has called, texted or emailed in time.
When a contact replies
What Trevy does when a contact writes back to one of its emails, and how it makes sure someone on your team answers.
The team report
What is in Trevy's report to the team lead, weekly, daily or both, including the appointments and closings Trevy helped with, who gets it, and how to change settings straight from it.
Timely emails
The one-off emails Trevy can write when a contact does something worth a note, starting with the payment at the latest rate.