Integrate FUB Timeframes into Custom R&A
Adding in customization options based on the "Timeframe" field. These are very helpful for categorizing leads. Zillow leads have action based staging, and having smart-lists that are filtering on this so they can better track for "Met" and "Nurture" staged leads which require more frequent follow up.
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28 Aug, '25
Zach Green MergedHighlighted comment
My smart lists are populated primarily on the timeframe while including and excluding certain stages. I want to be able to nudge people that have certain timeframe and are in certain stages. For example, if a lead has a timeframe of 0-3 mo and there stage is not "under contract" "submitting offers" etc. ,I would like to nudge if they have not been called in 7 days. -
29 Aug, '25
Rachel Montoya System"Lead Trigger for Timeframe" (suggested by <Hidden> on 2025-08-28), including upvotes (1) and comments (0), was merged into this suggestion.