CRM & Nurture
Approved contacts are prepared for LockedOn and scheduled into Andrew's long-term prospecting sequence.
Ready to sync
0
Validated today
Synced this month
0
LockedOn contacts
Existing contacts updated
0
Merged records
Duplicates prevented
0
Blocked before sync
Failed records
0
Need correction
CRM sync queue
| Contact | Building | Mobile | Contact type | Assigned group | Nurture plan | Validation score | Sync status |
|---|---|---|---|---|---|---|---|
| Sarah Mitchell | The Foundry Apartments | 04XX XXX 321 | Owner | Victoria Park Apartment Owners | Eight-week owner nurture | 98% | Ready |
| Peter Nguyen | The Foundry Apartments | 04XX XXX 442 | Owner | The Foundry Apartments | Eight-week owner nurture | 96% | Ready |
| Anita Rao | The Foundry Apartments | 04XX XXX 274 | Owner | Under Offer Prospecting | Eight-week owner nurture | 97% | Ready |
| Marie Delacroix | The Foundry Apartments | 04XX XXX 018 | Owner | Victoria Park Apartment Owners | Eight-week owner nurture | 94% | Ready |
| Helen Brooks | The Foundry Apartments | 04XX XXX 101 | Owner | Long-Term Owner Nurture | Eight-week owner nurture | 91% | Existing contact updated |
| Grant Whitely | The Foundry Apartments | 04XX XXX 655 | Owner | Long-Term Owner Nurture | Eight-week owner nurture | 88% | Review required |
| Trevor Simms | Basinghall Villas | 04XX XXX 730 | Owner | East Victoria Park Villa Owners | Eight-week owner nurture | 93% | Ready |
| Joanne Pike | Parkline Apartments | 04XX XXX 512 | Owner | Under Offer Prospecting | Eight-week owner nurture | 45% | Failed |
Field mapping
How validated spreadsheet data is written into LockedOn.
- Owner nameContact name
- MobilePrimary mobile
- EmailPrimary email
- Property addressPostal/property address
- BuildingContact group
- SuburbLocation tag
- SourceInsite Prospecting AI
- Under-offer dateProspecting trigger date
- Nurture sequenceEight-week owner nurture
Sync to LockedOn
25 validated contacts are ready. Approving creates or updates records in LockedOn and starts the eight-week owner nurture.
