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Strathearn Hill Estate

Settings.

Your profile, the team, and how this workspace is set up.

Your profileOwner

A photo of you, cropped to a square. It shows on your leads and in the team list.

Alerts to me

New leads, assignments and site visitsAn email as it happens, as well as the alert in the app.Stage changesWhen someone moves one of your leads, and the moves your stage alerts send to you.Daily list at 07:00Follow-ups due or overdue and leads going quiet. Skipped on days with nothing to do.

WhatsApp messages go to +27 82 000 0000.

WhatsApp me about new leadsA new enquiry for the team (website form, open day or added by hand), a lead handed to you, a viewing someone books for you, and a reminder the day before a site visit.WhatsApp me when a lead moves stageAs soon as one of your leads, or a lead your stage alerts cover, moves to another stage.

Include moves I make myselfUsually you are only told when someone else moves a lead. Switch this on to hear about your own moves too.

Emails are sent from alerts@strathearnhill.co.za.

Team and access4 people | 1 waiting for approval1

Branding

Primary #15884CAccent #F5A524

Domain: Not set yet

Each estate sets its own name, colours, logo and domain. The interface stays the same.

Data and privacy

Import from monday.comBring leads across with their stage, owner, stand and date.Audit logWho changed what, and when.

A person asks for their data, or to be removed. Open their lead and use Download their data, or Erase this person. Both are logged.

Backups. The database is backed up every day, and a full copy of this workspace is saved to private storage every Monday.

Follow-up rules

Stage alertsWho hears about each move

New enquiry
Attempted contact
Contacted
Viewing / site viewing
Information required
Follow up
Finance / pre-approval
Offer / reservation
Offer to purchase
Sale confirmed
Lost

Each move shows in the alerts and goes by email to anyone who has stage change emails on. Nobody is told about a move they made themselves, and a sale or reservation of a stand is announced once, to the whole team.

Pipeline stages11 stages

1New enquiry4 leads
2Attempted contact3 leads
3Contacted2 leads
4Viewing / site viewing2 leads
5Information required1 lead
6Follow up1 lead
7Finance / pre-approval2 leads
8Offer / reservation3 leads
9Offer to purchase0 leads
10Sale confirmed3 leads
11Lost2 leads

Add a stage wherever the estate needs one, move stages with the arrows, or rename them. New enquiry, the site visit stage, Offer or reservation, Sold and Lost carry the pipeline rules, so they stay. Rename any of them.

Lead sources12

Facebook ads3 leads
Instagram ads2 leads
Google ads3 leads
Website formset by the system3 leads
Email enquiry1 lead
Property portal2 leads
Estate agent2 leads
Owner referral2 leads
Strathearn direct1 lead
Walk-in or signage1 lead
WhatsApp1 lead
Open day or show houseset by the system2 leads

Where leads come from. A source in use cannot be removed, so rename it instead.

Tags8

Cash buyer2 leads
Bond pre-approved4 leads
Investor1 lead
Relocating2 leads
Plot-to-plan2 leads
Downsizing1 lead
VIP1 lead
Follow up this week1 lead

Removing a tag takes it off every lead that has it.

Lost reasons7

No response1 lead
Budget1 lead
Timing0 leads
Bought elsewhere0 leads
Not a fit0 leads
Spam0 leads
Stand soldset by the system0 leads

Asked for when a lead is marked lost. Spam does not count against conversion.

Custom fieldsOn every lead

Extra details to keep on every lead, such as the best time to call or when they plan to move. They show under Key information on each lead, where anyone who works the lead can fill them in.

Best time to callList of choices: Morning, Afternoon, Evening
Moving byDate