How to Edit Rules
Access Your Rules: Go to your Rules and Alerts page.
Select a Rule to Edit: Click the pencil icon next to the rule you wish to edit.
Key Customization Options
Edit Stage: Toggle between Mav mapped stages and FUB stages.
Maverick Design Defined Stages: These stages are set up in Preferences.
Follow Up Boss Stages: Directly pulled from your CRM.
Edit Rule Titles: Make it easy to identify rules on your Nurture Page.
Change Agent Action Items: Choose between requiring a text, a call, or both.
Set Agent Action Time: Establish how often agents should follow up. Options vary by team preferences (e.g., 7 days, 14 days, etc).
Finalizing Your Changes
Publish the Rule: Click 'Publish' to save your changes. The rule will immediately update under the Nurture Rules section.
COMING SOON: Custom Tag Based Rules
🏷️ How to Edit Tag-Based Rules on the Nudging Page
🔧 Where to Edit Tag-Based Rules
Go to the Rules and Alerts page in MaverickRE.
Scroll to the bottom two sections:
Ylopo High Priority Rules (default name)
Additional Tag-Based Rules
You can start by clicking the dropdown arrow to expand and view the rules.
✏️ Customize Rule Name & Tags
Rename the Rule Category:
Click the pencil ✎ icon next to the rule name.
Change the label (e.g., from Ylopo High Priority Rules to High Priority Tags) and click Publish.
Edit Tag Triggers:
Click the ✎ next to the specific rule to edit.
You can add or remove tags (up to 10).
Example: Add
Zillow Property Tour,Zillow High Intent, etc.
Set the Rule Title:
Update the title to reflect the rule’s focus (e.g., High Intent Zillow Leads).
📲 Define Agent Action Requirements
Select Required Agent Actions:
Choose one or more: Call, Text, or Email.
These define how your agent must respond to the tagged lead.
Set a Response Time Limit:
For high-priority leads, set the Action Time to 1 hour.
If the agent doesn’t act within the set time, the rule will trigger a nudge.
🚨 Nudging From the Page
After publishing your rule:
Go back to the Nudging tab.
Expand the rule to view impacted leads.
Select one or all, and click Nudge.
Create a custom message or use a template.
Example:“🚨 High Priority Zillow Tour Request – Please call ASAP. If no answer, send the Flex follow-up text template.”
💡 Best Practices
Be intentional with your tag list—use only those that exist in your CRM.
Keep response times short for hot leads.
Customize nudge messages to include lead source context.
Not sure where to start? Reach out to your Client Success Manager—we’re happy to walk you through rule setup.