This article outlines the automatic tagging used by MaverickRE. Tags are applied based on specific actions, such as new lead assignments triggered by a new lead text or when agents are nudged using the Rules & Alerts feature
Tags Related to Agent Rules & Alerts
When you nudge an agent using the Agent Rules & Alerts feature in MaverickRE, the tag listed below will be applied. This tag will be automatically removed once the agent has completed the necessary action based on the rule they violated. For more details on how nudging works, please visit this article.
Mav_Nudge_Outstanding
Tags Related to New Lead Messaging
When an agent sends a text regarding a live transferred lead, a tag will be applied to indicate the initiation of the text. After the agent completes their response to each text, another tag will be applied to indicate that the text thread has been completed. For more details on how the New Lead Messaging works, please visit this article.
New_Lead_Text_Initiated
New_Lead_Text_Completed