Customized Agent Rules: Make rules using FUB Stages rather than Maverick Stages

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• 19 Aug, '24
  Zofia Merged

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  Align Maverick agent rules with existing FUB smart lists outreach expectations:
  - Ungroup Maverick's "short-term nurture" and allow customization of the current 14-day outreach expectation (i.e. hot leads every 7 days vs warm leads every 30 days).
  - Allow customization of Maverick's "long-term nurture" outreach expectation (90 days vs 30).
  
  Add an agent rule for existing leads in the "Lead" stage created less than X (custom #) days to capture leads falling through the cracks.

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• 21 May, '24
  Brady Gillerlain Admin

  Hey Nicole (and upvoters) -- when you say customized filters, would these be filters inside of Maverick? I.E. customized rules? Or would this be FUB-based custom filters a la Smart Lists?
  
  Or both?

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• 22 May, '24
  Nicole

  Either one! So I could filter inside of maverick for time frame, source, stage, etc or create a smart list and filter that way.

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• 20 Jun, '24
  Brady Gillerlain Admin

  Splitting this up into specific customization requests: one for timeframe customizations, and one for stage customizations.
  
  We do already have a Source filter on Rules and Alerts, which allows you to only nudge the leads from that source on any given rule, so not creating a separate item for that existing feature.

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• 19 Aug, '24
  Brady Gillerlain System

  "Customize Agent Rule outreach expectations, and add rule to nudge leads in "lead" stage" (suggested by <Hidden> on 2024-08-19), including upvotes (1) and comments (0), was merged into this suggestion.

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