Tech Tuesdays - June 23, 2026

Created by Nosheen Khan, Modified on Tue, Jun 23 at 3:27 PM by Nosheen Khan

▶ Watch the Recording

Tech Tuesdays: Revival List Deep Dive & the New "Send Deal" Feature

This Tech Tuesdays session covered two important topics: a detailed walkthrough of how the Revival List works — including its logic, calling cadence, and recent system fixes — and an introduction to the brand-new "Send Deal" feature for the Dispositions pipeline. The session also addressed a real-world workflow challenge and reinforced the value of sticking to the standard GenieREI system.


Key Takeaways

  • The Revival List exists to keep the Attack List clean. Leads that haven't been contacted in 14 days, or that have completed a long-term drip campaign, are automatically moved to Revival so reps stay focused on the highest-priority opportunities.
  • Revival leads follow a structured calling cadence. Leads are called twice per day for 14 days (28 total attempts). If there is still no answer, they enter a 30-day cool-off period before re-entering a shorter follow-up cycle.
  • All Revival leads are owned by "MayCloud." This centralizes management and eliminates rep ownership conflicts for leads that are no longer being actively negotiated.
  • A lead only leaves Revival when a new appointment is booked. At that point, it moves back to the Attack List for active follow-up.
  • The new "Send Deal" feature streamlines direct buyer outreach. It auto-generates a tracked property website and logs buyer activity in the Marketing Tracker pipeline, enabling future buyer scoring.
  • Custom pipeline stages create gaps and missed opportunities. The standard GenieREI workflow is designed to be consistent, measurable, and repeatable — deviating from it typically causes disorganization.

Processes Discussed

1. How Leads Move to the Revival List

There are two primary triggers that send a lead from the Attack List to the Revival List:

  1. 14-Day No Contact Rule: If a rep marks a lead as "Not Contacted" and fails to make contact over the following 14 days, the system automatically moves that lead to the Revival List. This acts as a safety net to prevent lead hoarding and keeps the Attack List lean and actionable.
  2. "Yellow" Status / Long-Term Drip Completion: Leads that are assigned a "yellow" status — such as "Already Listed" or "Wants Retail" — are placed into a long-term drip campaign. After approximately 6 months, once that campaign concludes, the lead is automatically moved to Revival for a fresh calling cycle.

2. Revival List Calling Cadence

Once a lead enters the Revival List, the following sequence is triggered automatically:

  1. Initial Push: The system attempts contact twice per day for 14 days, totaling 28 call attempts.
  2. Cool-Off Period: If no contact is made after all 28 attempts, the lead enters a 30-day waiting period with no outbound calls.
  3. Subsequent Cycle: After the 30-day cool-off, the lead re-enters a shorter cadence (approximately 10 attempts over 5 days), followed by another 30-day wait if contact is still not made.
  4. Exit from Revival: A lead only exits the Revival List and returns to the Attack List when a new appointment is successfully booked.

3. System Fixes & Known Issues

"Not Interested" Workflow — 90-Day Wait Timer Removal

Previously, leads entering the Revival workflow via a "Not Interested" status were subject to a 90-day wait before calling began. This timer is being removed. Because these leads have already completed a 180-day drip campaign, the additional 90-day delay was redundant and unnecessarily delayed re-engagement.

DNC Tag Issue on Re-Engaging Leads

Leads that were previously marked with a "red" status (e.g., "Lost") receive a Do Not Call (DNC) tag. If these leads later re-engage and re-enter the system, the DNC tag blocks them from being dialed. The "New Lead" workflow will be updated to automatically strip DNC tags from re-engaging leads so they can be contacted without manual intervention.

HighLevel "Call Priority" Sorting Bug

A known bug in HighLevel causes the "Call Priority" field to sort numerically by the first digit rather than the full number. This means leads from the 9th of the month incorrectly appear ahead of leads from the 10th, 11th, etc.

  • Workaround: Call new leads on the same day they come in to avoid this sorting issue entirely.
  • Action: GenieREI will formally report this bug to HighLevel for a platform-level fix.

4. How to Use the "Send Deal" Feature

The "Send Deal" feature allows you to send a specific deal directly to an individual buyer from within the Dispositions pipeline. Here's how it works:

  1. Select a Deal: Inside the Dispositions pipeline, open the "Send Deal" tool and choose from a live list of active properties currently available.
  2. Review & Customize: Before sending, you can view and edit the deal details — including asking price, estimated repairs, and other relevant property information — to ensure the information is accurate and complete.
  3. Send to the Buyer: Once confirmed, the system sends the buyer a text message and/or email containing the deal details along with a link to a dedicated property website.
  4. Auto-Tracking Activates: The buyer is automatically added to the Marketing Tracker opportunity pipeline. GenieREI tracks whether the buyer clicks the property link, which will feed into future buyer scoring functionality.

Note on the Property Website: The buyer-facing property website is currently in beta. Future updates will include property photos, contact information, and a built-in offer submission form, making it a full end-to-end buyer experience tool.

5. Staying on the Standard GenieREI Workflow

This session reinforced an important best practice: avoid creating custom pipeline stages outside of the standard GenieREI workflow. Custom stages may seem helpful in the short term but typically lead to disorganization, missed follow-ups, and difficulty identifying where leads stand. The standard system is purpose-built to provide a consistent, measurable process that eliminates guesswork and ensures every lead is accounted for.

If you are currently using custom stages or a modified workflow, reach out to the GenieREI support team to discuss reverting to the standard setup. Shadowing a top-performing rep is also a highly recommended way to see the system working effectively in a real-world, day-to-day context.


Action Items & Pending Updates

Owner Action Item Status
GenieREI Support Remove the 90-day wait timer from the "Not Interested" Revival workflow In Progress
GenieREI Support Update the "New Lead" workflow to automatically clear DNC tags on re-engaging leads In Progress
GenieREI Support Report the HighLevel "Call Priority" sorting bug to the HighLevel team In Progress
Connor Leary Host a Zoom session for Marvin to shadow top rep Cam on daily system use Scheduled
Marvin Ocampo Revert to the standard GenieREI workflow and eliminate custom pipeline stages Scheduled

Questions about the Revival List or the Send Deal feature? Submit a support ticket or reach out to your GenieREI account manager for assistance.

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