Tagging, Organizing, and Segmenting Leads in REI Podio CRM

Effectively managing your leads is crucial for streamlining workflows and ensuring your acquisition team focuses on high-priority opportunities. REI Podio CRM provides powerful features to tag, organize, and segment leads efficiently. This guide will walk you through the best practices for managing your leads.

REI Podio CRM utilizes a structured approach to organizing leads. Each lead is stored in the Seller Leads App, where you can categorize and segment them using different views and filters. This makes it easier to prioritize and track leads throughout the acquisition process.

Tagging leads helps in quickly identifying and filtering leads based on specific characteristics. You can tag leads based on:

• Lead Source: Indicate whether the lead came from direct mail, PPC, cold calling, etc.

• Motivation Level: Low, medium, or high motivation based on seller responses.

• Deal Stage: Whether the lead is in the qualification, negotiation, or contract phase.

📸 [Insert Screenshot: Tagging a lead in the Seller Leads App]

Custom views help segment leads into categories, making it easier for team members to find relevant leads quickly.

• Leads Response Needed: Displays leads that require immediate attention.

• Team-Specific Follow-Ups: Categorized by follow-up status (new, overdue, completed).

• Stage-Wise Segmentation: Splits leads based on stages like Due Diligence, Offer Sent, Under Contract, etc.

• Lead Source View: Filters leads based on their origin.

• Today's New Leads: Displays fresh leads added to the system.

📸 [Insert Screenshot: Navigating the predefined views]

Once a lead is assigned to a Lead Manager, it's essential to set up follow-ups. Here's how:

1. Open the lead record and ensure it is assigned to a Lead Manager.

2. Scroll down to the SET FOLLOW-UP DATE field.

3. Choose a future date for follow-up; this updates the FU Status to "New."

4. Add any relevant follow-up notes in the notes section.

5. Monitor Today's Follow-Ups view to track scheduled follow-ups.

6. Sync follow-ups with Google Calendar if needed.

📸 [Insert Screenshot: Setting a follow-up date]

Properly tagging, segmenting, and setting up follow-ups ensures a seamless lead management process. Utilize the available views, filters, and automation features in REI Podio CRM to maximize efficiency and conversion rates.

📸 [Insert Final Overview Screenshot]

By following these best practices, your acquisition team can stay organized and focused on closing deals effectively! 🚀🔥