The Mojo workflow and lead process is based on the following: 

1. A calling list includes leads/properties/contacts that have not been contacted (new leads). 

2. A group consists of contacts or properties that need categorization (like Warm Lead, Hot Lead, or Follow-Up) or those with an existing relationship (such as Past Clients or SOI).

Here are a few examples of how this workflow can be used: 

Agent A subscribes to Mojo Expired leads. New properties and contacts are automatically added to Agent A’s properties calling list daily. Agent A calls these leads (Expired, Cancelled, Withdrawn, etc.), qualifies them, and assigns them to the right group. If a contact plans to re-list in late summer, they are placed in the "Late Summer" group. This prevents unnecessary follow-ups and ensures they are contacted at the right time.

Agent B is circle prospecting with the Mojo Agent B creates a calling list for the West Side of their city. They call through the list and sort leads based on urgency—those moving in 90 days go into the "Warm Lead" group, while those moving in 30 days go into the "Hot Lead" group. This system helps Agent B prioritize follow-ups efficiently.

Agent C has imported their SOI from their CRM system. Their goal is to contact and speak to their SOI every quarter. Agent C decides to import their SOI in to a group, SOI. This helps keep their other lead data separate of their SOI data. They call on the SOI data and when they make contact, they leave the SOI in the original SOI group, but make notes on the record, send email etc. 

The basic default power dialing flow is: 

1.Property Calling List => Groups. (Hot Lead, Dead Lead etc.) 
2.Calling Lists => Groups (Hot Lead, Dead Lead etc.) 
3.Groups => Groups (Existing group) 

There are no limits on group creation in Mojo, and you can create as many groups as you'd like to better categorize your leads based on sense of urgency, time frame, months, years, etc. 

Check out our tips videos section for an upcoming explainer video with best tips.