Phone statuses in 8020REI are used to categorize contacts based on their role, influence, or relevance within the property ownership and decision making process. These statuses help you segment your outreach and apply the correct action plans to the right individuals.
Phone Status Definitions
Decision Maker
This is the person who has the authority to make final decisions about selling or keeping the property. They can accept or reject offers, negotiate terms, and authorize a real estate transaction.
Primary target for negotiations and follow-ups.
Influencer
An individual who does not have final authority, but their opinion significantly influences the Decision Maker. This could include a spouse, adult child, business partner, or trusted advisor.
Useful for building trust and facilitating indirect influence on the seller.
Agent
A licensed real estate professional representing the property owner, buyer, or both. Agents often handle negotiations and communications on behalf of the owner.
May be the best point of contact in transactions involving listed properties.
Unknown
The role of the person on this number is not yet identified. This could be an unverified contact or someone who has not yet disclosed their relationship to the property.
Further follow-up or clarification is required before assigning a specific action plan.
DNC (Do Not Call)
This number belongs to someone who has requested not to be contacted. It is critical to respect this preference and exclude these numbers from all outbound communication.
Legally sensitive ensure DNC numbers are not included in SMS or call campaigns.
Wrong Number
The number has been identified as not belonging to the property owner or relevant contact. This could be due to skip tracing errors or outdated information.
You may remove or deprioritize these contacts and look for alternate numbers.
Why This Matters
Categorizing phone numbers accurately allows you to:
Assign the right Action Plans (e.g., Decision Maker-focused outreach)
Improve your response rate and efficiency
Avoid compliance issues (e.g., DNC violations)
Clean and optimize your contact list for better ROI
Need Help Categorizing Your Calls?
If you’re unsure how to classify a contact, or want to review your call statuses in bulk:
Reach out to your Customer Success Manager, or
Email us at support@8020rei.com
We're here to help ensure your contacts are clean, compliant, and ready to convert.