Transactions Dashboard, Workflow Fixes, Follow-Up Strategy & Upcoming Features - July 21, 2026

Overview

This Tech Tuesdays session covered a range of system updates, issue resolutions, and workflow best practices. Key topics included the rollout of a new Transactions Dashboard for disposition management, a critical fix to the C2 workflow that was blocking leads from re-entering the call queue, clarification on follow-up disposition strategies, and an introduction to upcoming development work focused on eliminating manual forms. Action items were assigned to the GenieREI support team, Austin, and Marvin.

Key Takeaways

• New Transactions Dashboard: A new "Transactions" dashboard gives teams a high-level view of actionable disposition items (e.g., Needs Assigned, Needs Extended), making deal review meetings faster and more focused.
• Pipeline Change Blocked — Smart List Created Instead: Marvin's request to add a 15-day disposition process as a pipeline stage could not be accommodated because custom tools rely on existing stage names. A smart list will be built as the alternative solution.
• Critical C2 Workflow Fixed: Workflow C2 was left in draft mode, which prevented leads dispositioned as "Not Contacted" from re-entering the call queue. The workflow is now active, and 27 affected leads will be manually re-queued.
• One-Click Dispo Shipping Soon: New developer Sebastian is focused on eliminating manual forms. The "One-Click Dispo" feature was set to ship the following day, with form-to-pop-up replacements for deal handoffs as the next priority.
• Follow-Up Dispositions Clarified: Clear guidance was provided on when to use Appointment for Offer, When to Follow Up, and Not Ready to ensure leads are handled appropriately based on intent and timeline.

System Issues & Resolutions

1. Attack List / Call Queue Logic (C2 Workflow)

Issue: Leads marked as "Not Contacted" were not re-entering the call queue (Attack List) as expected.

Root Cause: Workflow C2 was in draft mode, which prevented it from firing the necessary tag removal that would re-queue leads.

Resolution:

• Workflow C2 has been activated.
• 27 leads affected by this issue will be manually re-queued by Navar (per Austin's instruction).

2. Wave Dialer — Live Answer Marked as Voicemail

Issue: An intermittent bug in the Wave dialer occasionally marks a live answer as "Voicemail," causing the lead to be missed.

Normal Behavior: "Not Contacted" and "Voicemail" dispositions in the Wave dialer function as intended under normal conditions.

Action: Austin will monitor for recurrence. If the bug is observed again, he will submit a support ticket and include a call recording for investigation.

3. Conflicting Button Clicks Causing Stage Errors

Issue: Clicking multiple status buttons in rapid succession (e.g., Offer Made immediately followed by Wants Retail) can cause conflicts and incorrect stage assignments.

Best Practice: Always wait for the "Moved to [Stage]" confirmation notification to appear before clicking any additional buttons. Do not click a new stage button until the previous action has been confirmed.

Workflow & List Management

Manual Text Replies — Finding Them in the System

Issue: Manually sent text replies do not appear in the default "Drip Replies" list, making them easy to miss.

Solution: Create a smart list filtered by Last Outbound Message Type is Manual to surface these conversations.

Action Taken: Connor created and shared two new views:

• Inbound Seller Texts – Manual
• Inbound Buyer Texts

These views ensure manual reply threads are visible and actionable for the team.

Follow-Up Disposition Strategy

The following dispositions should be used based on the lead's level of intent and whether a clear follow-up timeline exists:

Appointment for Offer

• Use when: The lead has a clear timeline and is ready to move forward.
• What it does: Books a calendar event and triggers an automated reminder drip sequence.
• Best practice: Always prefer this option over "Not Ready" when any specific follow-up date exists.

When to Follow Up

• Use when: The lead has lower intent but a general timeframe for follow-up.
• What it does:
  • If the lead is assigned: Creates a task for the lead's owner.
  • If the lead is unassigned: Adds the lead to the Revival List for team review.

Not Ready

• Use when: The lead has no timeline whatsoever and no actionable follow-up date can be established.
• Important: This should be used as a last resort only. If any timeline exists — even a vague one — use Appointment for Offer or When to Follow Up instead.

New Features & Development Updates

New "Transactions" Dashboard

A new Transactions dashboard has been built to provide a high-level, real-time view of deals requiring action. This is intended to streamline team disposition meetings.

Key Metrics Displayed:

• Waiting on Photos
• Needs Marketed
• Needs Listed
• Needs Assigned
• Needs Extended

Logic Behind Key Metrics:

• Needs Assigned: Displays deals where the inspection period is expiring next week — these need to be assigned to a buyer promptly.
• Needs Extended: Displays deals expiring this week or those with a past close date — these require immediate attention for an extension or resolution.

Form Elimination Initiative (Developer: Sebastian)

A new developer, Sebastian, has joined the team with a primary focus on eliminating manual forms from the workflow and replacing them with seamless in-app pop-ups.

Development Priorities:

1. Priority 1 — One-Click Dispo (shipping the following day): Allows users to complete disposition actions with a single click, removing the need for a separate form.
2. Priority 2 — Deal Handoff Forms: Replacing the manual forms used during deal stage transitions (e.g., Assigned → Pushing to Closing) with in-app pop-ups for a faster, smoother experience.

Action Items & Next Steps

GenieREI Support Team (NoSheen)

• Adjust Marvin's drip campaign schedule to Tuesday / Thursday / Saturday, 9 AM – 7 PM.
• Create a smart list for Marvin's 15-day disposition process (as an alternative to a pipeline stage change).
• Schedule a follow-up meeting with Marvin.
• Add the following items to the development backlog:
  • Build smart lists for manual buyer text replies.
  • Build a Dispo "Attack List" that incorporates Wave dialer dispositions.
  • Separate the Appointment Booked workflow to allow individual users to make edits without affecting the core flow.
  • Refine the When to Follow Up workflow to check lead assignment status at the end of the workflow (rather than the beginning) for more accurate task/Revival List routing.

Austin

• Instruct Navar to manually re-process the 27 leads affected by the C2 workflow draft-mode issue.
• Monitor the Wave dialer for the "live answer marked as voicemail" bug. If it recurs, submit a support ticket and attach a call recording.

Marvin

• Update the C6 workflow's wait timer from 10 days to 20 days.

? Recorded during Tech Tuesdays | GenieREI Internal Training Series | Watch the full recording here.