This is where we are headed with how to categorize your lists and contacts in Follow Up Boss.
Lead: someone you have never talked to and know nothing about
Hot Prospect: will be buying or selling in the next 0-3 months
Nurture: will be buying or selling in the next 3-12 months
Buyer: is currently your client
Seller: is currently your client
Closed: they had a closing this year as a buyer or seller
Past Client: they closed with you in 2016 or before
Contact: a real estate agent or vender
Sphere: family, friend or in your referral network
Trash: has unsubscribed
Engage: contacts we're unsure about, we'll start hitting weekly with BRAIN blasts, and help them identify themselves
TAGS are unlimited and become the next place to differentiate and segment more specifically.