Tech Tuesdays - June 30, 2026

Created by Nosheen Khan, Modified on Tue, Jun 30 at 3:39 PM by Nosheen Khan

Tech Tuesdays: New Meeting Structure & Call Status Breakdown

This session covered two important updates for the GenieREI team: a restructuring of the weekly Tech Tuesdays training format, and a detailed walkthrough of how call statuses work within the system — including how each status affects lead ownership, pipeline movement, and automated actions. All reps should review this article carefully, as several workflows have direct impact on deal credit and lead management.

Key Takeaways

Tech Tuesdays is getting a new format: The single 2-hour call will be replaced by three focused 30-minute sessions held on the same day.
Call statuses are color-coded: Green keeps leads with the rep, yellow releases leads to the shared Revival List, and red permanently kills the lead.
Automated contracts are coming: The "Send Contract" status will soon trigger an automated document-sending workflow — no more manual steps.
The "Under Contract" form is required: Reps must complete this form to receive deal credit and move the opportunity into the Transactions pipeline.

New Tech Tuesdays Meeting Structure

To improve focus and attendance, the current 2-hour Tech Tuesdays call is being broken into three separate 30-minute sessions. Each session has a distinct purpose so team members can attend the calls most relevant to their role.

Proposed Weekly Schedule (Tuesdays)

Time	Session	Focus
2:00 PM	How-To	Answers to common questions and step-by-step walkthroughs of existing features
2:30 PM	New Feature	Demos and announcements of newly released platform features
3:00 PM	Coaching	Live coaching, role-play, and performance discussions

Note: A survey will be sent to all team members to confirm the best day and time for these sessions. Monday and Tuesday between 2:00–6:00 PM are the primary options under consideration.

Call Status Logic: Full Breakdown

Call statuses control what happens to a lead after each interaction. They determine whether a lead stays with you, gets released to the shared pool, or is removed from the system entirely. Understanding these statuses is critical to managing your pipeline correctly.

? Green Statuses — Rep-Owned Leads

Green statuses keep the lead assigned to you. They advance the lead through the pipeline and do not trigger any outbound SMS to the homeowner.

Status	What Happens
Not Contacted	Pauses the lead for approximately 2 hours, then requeues it as the 4th priority on your Attack List. If the lead remains in this status for 14 days, it automatically moves to the Revival List.
Needs Offer	Triggers the Underwriting Notification automation, alerting your underwriter to begin the offer process.
Negotiating	Pauses the lead for approximately 3 hours, then requeues it as the 3rd priority. Override tip: If you book a follow-up appointment immediately after setting this status, it will override the 3-hour pause and place the lead at the top of your Attack List at the scheduled appointment time.
Send Contract	Currently inactive. Coming soon: setting this status will trigger a modal allowing you to select and send a contract document directly to the homeowner — fully automated.
Under Contract	Triggers a required form that the rep must complete. This form is mandatory — it is how you receive credit for the deal and how the lead is moved into the Transactions pipeline. Do not skip this step.

? Yellow Statuses — Released to the Revival List

Yellow statuses release the lead from your personal "My Leads" list and place it on the shared Revival List, where any available closer can claim it. These statuses also trigger automated drip campaigns to keep the homeowner warm.

Status	Drip Campaign	What Happens
Offer Rejected	7-day drip	After the drip completes, lead moves to the Revival List.
Not Ready	30-day drip	After the drip completes, lead moves to the Revival List.
Wants Retail	30-day drip	After the drip completes, lead moves to the Revival List.
Already Listed	30-day drip	After the drip completes, lead moves to the Revival List.
Not Interested	30-day drip	After the drip completes, lead moves to the Revival List.

? Admin Note: The drip campaign cadence and Revival List timing for yellow statuses are configurable. Navigate to Open Automations > Open Acquisitions > Drips to review or adjust these settings.

? Red Statuses — Lead Killed

Red statuses permanently remove the lead from active circulation. All communication stops, no further calls will be made, and the lead cannot be reclaimed. Use red statuses only when you are certain a lead should never be contacted again.

Upcoming Changes to Watch For

Automated Contracts (Coming Soon): Connor is finalizing the "Send Contract" automation this week. Once live, setting a lead to "Send Contract" will prompt a document selection modal and send the contract to the homeowner automatically — replacing the current manual process entirely.
Revised How-To FAQ List: Nosheen is cleaning up and organizing the FAQ list that will be used during the new How-To sessions.

Action Items

All Reps: Always complete the "Under Contract" form immediately after marking a lead as Under Contract. This is required to receive deal credit and move the deal into the Transactions pipeline.
All Reps: Look out for the scheduling survey from Nosheen and respond promptly to help finalize the new Tech Tuesdays time slots.
Admins/Leadership: Review drip campaign settings at Open Automations > Open Acquisitions > Drips to ensure Revival List timing aligns with current strategy.

? Recorded during Tech Tuesdays | GenieREI Internal Training | View Full Recording