In this article, we'll explore how Courted's work tracking features can keep you organized and streamline your recruiting efforts. If you have used a CRM in the past, this functionality should feel familiar. Watch the video below and read on to learn how important – and easy – work tracking is with Courted.
Video
Summary
Courted has three major ways you can track your work and stay organized:
You can Assign agents to yourself or to a colleague from an Agent Profile. We think of the "Assigned To" field as representing who within your organization owns the next followup with a given prospective agent.
Each agent has a Status, representing where they stand in your recruiting pipeline. Some statuses include Contacted, Meeting Scheduled, Meeting Held, etc.
You can log Interactions and take Notes on agents, which will give yourself and others in your org visibility into what touchpoints have been held with an agent, along with anything else of note, from what split they are currently on to whether they are a Seattle Seahawks fan.
Whenever you find and take action on an agent in Courted, you should do the following 3 things. Each action below is available on an Agent Profile, which you can access by clicking on an agent's name anywhere in Courted.
Assign the agent to yourself or to a colleague
Update their Status to reflect where they stand in your recruiting pipeline
Log any Interactions you have had with the agent and set Tasks to follow up
Read on for more detail!
Prospect Management (Agent Assignment and Status)
What it is
Let's see an example of each one, and talk about why it matters. Assume we are actively recruiting an agent, and we are on the agent's profile. In order to access an agent's profile in your account, simply click on any agent's name. You will notice the "Prospect Management" section of the profile on the left side. Let's assume you called Chris, and Chris is interested in learning more about your brokerage. Given you have spoken with Chris, you should:
Assign this agent to yourself
Update their Status to "Contacted"
After updating, the Prospect management section should look like this:
Why does this matter?
Assigning agents to yourself is the best way to ensure they do not fall off your radar and out of your recruiting funnel. Once you Assign an agent to yourself, they will be visible in Recruit > Pipeline, along with any other agents assigned to you. You can use Pipeline to see agents you may need to follow up with.
You can filter Pipeline by Status – perhaps you want to follow up with anyone you have held a meeting with for instance.
In addition, you can navigate to the Pipeline RE Activity page and set assigned to you as default. Then, you can congratulate these agents on new listings and closed transactions. This is a great way to engage with agents in your pipeline.
Logging Interactions, Notes, and Tasks
What it is
Going back to the same profile as before; assuming you have previously spoken with this agent, you should log that as an Interaction. Click on the "Interaction" button:
Once you click on Interaction, log any relevant notes you'd like to remember. You can be as detailed as you'd like, or you can simply click "Save" without filling anything in, which will still log that an interaction occurred.
If you would like, you can select "Create a follow up task" at the bottom of the interaction modal, as well as update the agent's status.
On the Task modal, write any additional information.
On the due date of the task, it will show up in your task list reminding you to complete it.
You can also create a task directly from the clipboard icon in the upper-right corner of the platform. This is especially useful for setting general reminders that aren’t tied to a specific agent. From here, you can also see the tasks you have due today and quickly access upcoming or overdue items.
Managing your tasks
The Tasks page gives you one place to manage all your follow-ups and reminders. You can create new tasks tied to an agent or as standalone items, assign them to yourself or teammates, set due dates, mark priority, and make them recurring. Filters, search, and bulk actions (complete, reschedule, reassign, delete) make it easy to stay on top of everything.
To learn more about Tasks, watch our webinar on Tasks here!
Why does this matter?
Logging Interactions gives you and your teammates visibility into what touchpoints have occurred with an agent. These can be viewed on the agent's Activity Log tab.
You can tag a colleague in any Note, Task, or Interaction by typing the "@" symbol and then their name. This will generate an email to your colleague, notifying them that they have been tagged in a note or interaction.
Tasks ensure that no follow-up slips through the cracks. By connecting tasks directly to your recruiting pipeline, you can see what’s due today, what’s overdue, and what’s coming up — all from your dashboard or the dedicated Tasks page. They keep your outreach consistent and organized so you can focus on building relationships instead of remembering what’s next.