Summary
Learn how contact ranking works, what factors influence a contact’s score, and how to use this view to prioritise the people most likely to sell a property.
This article covers:
- How contact ranking works
- What can boost a contact’s ranking
- View contacts using contact ranking
- About contact ranking icons
- Snooze a contact in contact ranking
How contact ranking works
Contact Ranking uses an algorithm that analyses your contact data and activity history to estimate the likelihood that a Contact may sell a property soon.
The algorithm looks at a combination of factors, including:
- Whether the Contact owns a Property or has owned one previously
- Whether the Contact has had an Appraisal
- Recent inspection attendance
- How recently you have interacted with the Contact
The more complete and accurate your data is in Box+Dice, the better the ranking suggestions will be.
What can boost a contact’s ranking
Certain behaviours or updates can increase a Contact’s position in the ranking list.
Common examples include:
- An Owner or Past Appraisal Contact starts attending inspections, which suggests renewed selling interest
- A Buyer attends multiple open homes over time, gradually boosting their rank
- A Buyer is later recorded as owning a Property, which results in a significant increase
View contacts using contact ranking
This view allows you to see which Contacts are currently prioritised as the most likely to sell.
To view Contact Ranking:
- Go to: Contacts
- Click Contact Ranking
The screen refreshes to display Contacts ranked from most likely to least likely to sell.
About contact ranking icons
The Contact Ranking view includes icons that are not available in other Contact views.
Each icon represents a specific event or behaviour. These events contributed to the Contact’s overall score.
- Hover over an icon to see what that event represents
Example:
These icons explain why a Contact has ranked highly.
In the example shown, Jun Wei is ranked highly because she:
- Was registered as a buyer lead for a property
- Was a past owner of two properties
- Has had appraisals created for two additional properties
Snooze a contact in contact ranking
If you speak with a Contact and confirm they are not looking to sell anytime soon, you can temporarily de‑prioritise them.
To snooze a Contact:
- Locate the Contact in Contact Ranking
- Click Snooze
The contact will move down your contact ranking list for 30 days.
Articles in this section
- Add a new category to the database (for agents to use)
- Add an owned property to a contact
- Control bank account detail visibility
- Delete a contact
- Delete a contact’s residential address
- Delete contact history's events
- Disallow duplicate entries of contacts
- Filter contacts by activity
- Filter contacts by Reasons to Call
- Find a contact using their residential address