Retail Seller Lifecycle (Fall '23)
Amber Kahr
44 steps
2 minutes
Salesforce
1
Click this icon.
2
Click "New Person"
3
Fill out Required Fields
4
Click "Seller"
5
Click "Save"
6
Click "Attempted"
7
Click "Mark as Current Stage"
8
Click "Manage Touch Plan"
9
Click "The New Seller Lead Plan"
10
Click here.
11
Click "Save"
12
Click "Contacted"
13
Click "Mark as Current Stage"
14
Click "Manage Touch Plan"
15
Click "The New Seller Lead Plan"
16
Click here.
17
Click "Save"
18
Click "Create new..."
19
Fill out the Appointment Form required fields
20
Click "Save"
21
Click here.
22
Click "Appointment Assignment Form"
23
Assign the appointment to an agent or keep existing assignment.
24
Click "Save"
25
Click here.
26
Click "Post Appointment Form"
27
Click "Held" and complete required fields.
28
Set Agreement Signed at Appointment to "Yes"
29
Set Proposal Made to "Yes"
30
Click "Save"
31
Click "Listing Signed Form"
32
Fill out the required fields.
33
Click "Save"
34
Open the newly created Agreement.
35
Click "Listing Active Form"
36
Fill out the required fields.
37
Click "Save"
38
Click "Listing Escrow Form"
39
Fill out the required fields.
40
Click "Save"
41
Open the newly created Escrow record.
42
Click "Listing Closed Form"
43
Fill out the required fields.
44
Click "Save"
Retail Seller Lifecycle (Fall '23)
Amber Kahr
44 steps
2 minutes
Salesforce
1
Click this icon.
2
Click "New Person"
3
Fill out Required Fields
4
Click "Seller"
5
Click "Save"
6
Click "Attempted"
7
Click "Mark as Current Stage"
8
Click "Manage Touch Plan"
9
Click "The New Seller Lead Plan"
10
Click here.
11
Click "Save"
12
Click "Contacted"
13
Click "Mark as Current Stage"
14
Click "Manage Touch Plan"
15
Click "The New Seller Lead Plan"
16
Click here.
17
Click "Save"
18
Click "Create new..."
19
Fill out the Appointment Form required fields
20
Click "Save"
21
Click here.
22
Click "Appointment Assignment Form"
23
Assign the appointment to an agent or keep existing assignment.
24
Click "Save"
25
Click here.
26
Click "Post Appointment Form"
27
Click "Held" and complete required fields.
28
Set Agreement Signed at Appointment to "Yes"
29
Set Proposal Made to "Yes"
30
Click "Save"
31
Click "Listing Signed Form"
32
Fill out the required fields.
33
Click "Save"
34
Open the newly created Agreement.
35
Click "Listing Active Form"
36
Fill out the required fields.
37
Click "Save"
38
Click "Listing Escrow Form"
39
Fill out the required fields.
40
Click "Save"
41
Open the newly created Escrow record.
42
Click "Listing Closed Form"
43
Fill out the required fields.
44
Click "Save"
