Realtor Partner Attraction Pipeline Automation Guide

This document is a guide that outlines the Realtor Partner Attraction Pipeline, designed to assist users in connecting with prospective Realtor Partners for their referral network. The guide explains the process of importing new Realtor Leads into the system, which initiates their entry into the pipeline. It details the various stages of the pipeline, including 'New Leads,' 'In Contact,' 'Booked Appointment,' 'No Show,' 'Holding,' and 'Partner Success.' Each stage has specific criteria for how leads enter and progress, along with the automation of messaging to facilitate engagement. The guide emphasizes the importance of selecting trustworthy Realtors with sufficient production capacity and provides instructions for managing leads effectively through the system. Overall, the document serves as a comprehensive resource for users looking to enhance their Realtor partnerships and streamline their referral processes.