Agent Tracking in Pipedrive
As a Freelance Broker managing an agent network, you will have several important tasks…
- Tracking Agent Trainees and Applicants
- Tracking Leads and Assigning Them
These two (2) tasks are relatively easy to administer in your Pipedrive CRM and will not only make things run smoothly, but will also track all of your leads effortlessly.
Agent Tracking in Pipedrive
Setting up your Pipedrive System to manage you Sponsored Agents is very easy and you will only need to set up a few things.
Tracking Agents with a Second Pipeline
Because how you will handle Agent Applicants in a completely differently the way that you track actually financing leads and clients, you will need a separate “pipeline”. Because many of those in the industry run and manage multiple business opportunities, Pipedrive has this covered and its easy to set up.
- Log into Your Pipedrive CRM
- From Menu on the left, select “Deals” to display the current Pipeline.
- Click on the down arrow to display current options (see red arrow)
- Select “+ New Pipeline”
- Re-name the New Pipeline “Agents”
- SAVE
You now have a Deal Tracking Pipeline you will use to handle all the submissions that you receive for new Agents.
Renaming Your Deal Stages
Once you have created you “Special Pipeline” for tracking New Agents Applicants, you need to set up your new “Stages” to track your progress in attracting new Agents in the Deal Pipeline. These are your choice and it depends how you like to market for your agents.
- From the same Deal Screen, select the “Edit Pencil” icon. (see red arrow)
- Clicking the pencil displays all the edit features of your new pipeline.
- BELOW any stage, you will see a “Delete” button if you want to delete any stage…or…you can add an additional stage by using the ADD NEW STAGE green button at right.
- By running your mouse over any stage, you can then edit that particular stage and, of course, rename any stage by clicking on the text box and also assign a “probability” percentage that the lead turns into a new agent.
- Deal Rotting Feature: This is a great feature that reminds you when an agent has requested to join but you have let him/her fall through the cracks.
We use the Bill Good “Cherry System” for this type of marketing where a…
- Red Cherry is a great prospect
- Green Cherry needs some more selling
- Pit is a bad prospect and delete it
When setting up your deal stages (columns), you can use something like this for your pipeline to track your Agent Submissions
- Stage One: Lead In
- Stage Two: Initial Contact
- Stage Three: 5 day Recall (Green Cherry)
- Stage Four: 5 Day Second Call (Green Cherry)
- Stage Five: New Agent-Request Set Up
This is a typical system that gives you about two weeks to attract a new Agent after the initial “Lead In” stage. If you have not attracted the individual to become one of your agents, he/she is likely a “Pit” and you can drag them to the “Delete” button at the left bottom of the screen. NOTE: That does NOT delete that prospect from your database. It deletes them from the “Deals Screen”. You should not be wasting any more of your valuable time on that person. They stay in your database and MailChimp email system. They may change their mind at a later time.
