Assign a lead to Chris’s team if you're unavailable to call

If you’re unavailable to make a pre-qualifying call, you can still review leads and assign them to Chris’s (Gettys) team for follow-up directly in Prop AI.

Review and qualify leads

1. Go to Prop AI and log in.
2. Click on Contacts from the left-hand menu.
3. At the top, select your Smart List (e.g., Sydney’s leads).
4. Review the leads:

• Sort them from top to bottom by priority.
• Read transcripts and look for signs of interest (e.g., asked to be called back).
• Skip leads on the MLS or with negative responses, and mark cold leads.

Call or assign the lead

• If you can make the call:

• Click Enable to grant mic permissions.

• Hit the phone icon next to the contact.

• Use Follow Up and Guide to open the pre-call cheat sheet (four pillars: timeline, motivation, condition, price, openness to creative terms).

• If you can’t call and want Chris’s team to handle it:

1. Click the Owner field for the contact.
2. Type and select Gettys or Chris.
3. Their team will be notified to follow up.

You can also click the property link to view it on Zillow and note MLS or listing details directly in the contact record.