Calling Lists and Groups
Lead and sales pipeline flow in Mojo
How to Qualify Leads Effectively in Mojo Understanding Lead Groups Your Mojo account comes with prebuilt lead classification groups: Hot Lead Warm Lead Dead Lead Not Yet Interested Future Follow Up Appointment Set Customizing Your Lead Groups Access ...
Creating sub-lists and sub-groups to drill down in to your data
Creating Sublists/Sub-Groups Sublists and Sub-Groups help you organize contacts based on specific filters. Here's how to create and use them: Select your starting list: In Data & Dialer, choose the Calling List/Group you want to filter Apply filters: ...
How to flag a contact as a lead in Mojo for reporting and tracking
How to Use Lead Tags to Organize Contacts To tag a contact as a 'Lead' in Mojo, you simply designate up to 3 contact groups in Mojo as a lead group. When you assign a contact to one of the groups you've designated as a lead group, the system will tag ...
How to create targeted calling lists and groups
Building Targeted Lead Lists Using Custom Criteria in MojoSells Overview Sublists and Sub-Groups in Mojo allow you to create highly targeted calling lists based on specific filtering criteria. These filtered lists help you focus your outreach on the ...
How to categorize leads and contacts
Understanding Mojo's Record Organization System Mojo organizes your contacts into three distinct categories that guide leads through your sales pipeline: Properties List Houses unqualified real estate-specific data including: Expired and Off Market ...
How to handle and resolve duplicate leads in Mojo
How to Handle and Resolve Duplicate Leads in Mojo: If you have duplicate leads and want to clean them up, you can use Mojo's Find Duplicates feature to streamline your database. How to Find and Manage Duplicates: In Mojo, go to Data and Dialer Click ...
How to export data and reports from Mojo
You can export contacts and reports directly from Mojo using the Data and Dialer or Reports section. Follow the steps below to download your data: Exporting Contacts: In Mojo, go to Data and Dialer Select the List or Group you want to export Choose ...
Exporting Data
Data Export Access in Mojo Who Can Export Data Owner - Full export capabilities Super User - Can export only if granted permission by the owner This permission is managed in the Account section under the Agents tab General Export Information Export ...
Organizing Your Database
Understanding Lists, Groups, Sublists, and Folders This knowledge base article explains how to organize contacts in your real estate CRM system, distinguishing between unqualified leads and qualified contacts with clear organization methods. Lists: ...