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Playbook · Leads and follow-up

Favorite Tags for CRM Organization

A tagging system to keep your CRM clean, searchable, and conversion-ready

Property Needs:

  • First-time buyer
  • Upsizing
  • Downsizing
  • Investor
  • Suite / income property
  • Move-in ready

Financial Status:

  • Pre-approved
  • Needs to sell first
  • Budget-based tags (e.g., 500,000 max, 750,000 max, 1M+ max)

Timeline & Readiness:

  • Hot
  • Warm
  • Lukewarm
  • Cool
  • Long-term nurture

Location Preferences:

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