Managing your leads becomes much easier when AGENTVIEW can handle some of the organization for you.

FlowLogic is an automation feature that helps keep your contact database organized by automatically updating contact statuses and types based on rules you create.

With the Days Passed option, you can tell AGENTVIEW when to update a contact based on how much time has passed since the contact was added or updated.

This can be especially helpful when managing new leads, organizing follow-up opportunities, and keeping contacts in the appropriate stages of your business.

How Does Days Passed Work?

Think of Days Passed as a way to automatically move contacts from one stage to another.

For example, imagine you have a group of new buyer leads. You want to give those contacts time in their current stage before moving them into another follow-up category.

You could create a FlowLogic rule that:

• Looks for contacts with a specific status and contact type.

• Checks whether a certain number of days has passed.

• Automatically changes those contacts to a new status and type when the rule's conditions are met.

Instead of manually reviewing and updating each contact, FlowLogic handles those changes for you.

Let's walk through how to set up your first rule.

Step 1: Open FlowLogic

1. From the left navigation menu, click Contacts.

2. Look for the FlowLogic button near the top of your Contacts page.

3. Click FlowLogic to open the automation settings.

4. Under Select FlowLogic, choose Days Passed.

You'll now see the available settings for creating your automation rule.

Step 2: Choose When Your Rule Should Run

Start by selecting the number of days that must pass before AGENTVIEW evaluates the rule.

1. Find the Number of Days Passed dropdown.

2. Choose how many days you want to use for your rule.

For example, selecting 30 days allows you to create a rule for contacts that meet your specified conditions after that period.

Choose a timeframe that makes sense for how you manage your leads.

Step 3: Select Which Contacts to Monitor

Next, tell AGENTVIEW which contacts should be included in your automation.

You'll configure two settings:

• Contact Status: Choose the current status of the contacts you want FlowLogic to monitor.

• Contact Type: Choose the type of contacts you want included in this rule.

These settings work together to identify the contacts that qualify for your automation.

Example: You might choose contacts categorized as buyer leads with a New status. This allows FlowLogic to focus on that particular group instead of making changes to your entire database.

Step 4: Choose What Happens to Your Contacts

Now decide what AGENTVIEW should do when a contact meets your rule's conditions.

You'll see two additional settings:

• New Contact Status: Choose the status you want the contact changed to.

• New Contact Type: Choose the contact type you want assigned.

For example, you might want older new leads to move into a different follow-up stage so they're easier to organize and review.

These settings tell FlowLogic how to update qualifying contacts automatically.

Step 5: Save Your FlowLogic Rule

Once you've configured your settings:

1. Review the number of days you selected.

2. Confirm the current contact status and type you're monitoring.

3. Double-check the new status and type that will be assigned.

4. Click Save FlowLogic Rule.

Your automation rule is now saved.

AGENTVIEW will use your selected conditions to determine which contacts should be updated.

When Does FlowLogic Check Your Contacts?

FlowLogic is designed to work with contact activity throughout AGENTVIEW.

According to the Days Passed workflow, contacts can be evaluated when:

• You manually add a new contact.

• A new lead comes in through an Open House Registry page.

• Someone submits information through one of your Landing Pages.

• A lead is generated through your Agent Website.

• You manually update a contact's status.

When a contact meets the conditions of your saved rule, AGENTVIEW can automatically update the contact's status and type.

Where Can You Find Your Updated Contacts?

You can review your contacts from the Contacts section in AGENTVIEW.

If you have contact tabs organized by status or type, contacts updated by FlowLogic can appear in the appropriate tab when they match its conditions.

This makes it easier to keep different groups of leads organized and identify which contacts belong in each stage of your business.

Important Things to Remember

FlowLogic is designed to organize your contacts automatically, but it's important to create your rules carefully.

• Start with a clear goal. Decide which contacts you want to organize before creating your rule.

• Choose your timeframe carefully. Make sure the number of days makes sense for your follow-up process.

• Review your status and type selections. Your rule may affect multiple contacts that meet the same conditions.

• Continue following up with your leads. Days Passed updates contact information; it doesn't replace your conversations and relationship-building activities.

Quick Tip: Start with one simple FlowLogic rule and review how your contacts are being organized before adding more automation rules. This makes it easier to understand how FlowLogic fits into your daily lead management process.