CRM Bug Fixes, Contact Type Logic, Lead Nurturing, and Custom Dialer Update - September 8, 2026

Overview

This session was a live Q&A focused on troubleshooting active CRM issues and reviewing upcoming platform enhancements. Topics included duplicate opportunity creation via Zapier, stuck leads on the Attack List, contact search visibility delays, updates to contact type logic, lead nurturing strategy, and a preview of the new custom dialer currently in final testing. Several bugs were identified and escalated for immediate resolution.

? Schedule Update

• Tech Tuesdays are now dedicated 1-hour Q&A calls held every Tuesday at 2:00 PM CT.
• A new Wednesday Strategy Call (2:00 PM CT) has been added specifically for business owners to discuss higher-level growth and operational topics.

Key Takeaways

• A Zapier misconfiguration is creating duplicate opportunities — the fix is to have Zapier create a contact, not an opportunity directly.
• The "Not Contacted" button is failing to remove the appointment_missed tag, leaving leads stuck at the top of the Attack List.
• A legacy workflow path was delaying contact search visibility by bypassing the round-robin assignment system.
• The "Linked Seller" function incorrectly triggers new opportunity creation and must be updated to only link contacts to a property.
• The "Occupant" contact type is being simplified to a basic property link for tenant tracking.
• A new custom dialer is in final testing — it features real-time priority sorting, market-based local presence, and department siloing.
• An interim lead nurturing strategy using the "Not Ready" call status is recommended for managing cold leads and keeping the Attack List clean.

? Bugs Identified & Fixes

1. Duplicate Opportunities via Zapier

2. Leads Stuck on Attack List After Missed Appointment

3. New Contacts Not Appearing in Search

? Feature Updates & Logic Changes

Contact Type Logic Improvements

Several issues were identified with how contact types are handled in the system. The following changes are planned:

• "Linked Seller" Function:
  • Issue: Linking a seller contact currently triggers the creation of a new opportunity, which is incorrect behavior.
  • Fix: The function will be updated to only link the contact to the existing property record. No new opportunity will be created automatically. A manual action will be required if the linked contact needs to be actively targeted as a lead.
• "Occupant" Contact Type:
  • Issue: The current implementation is overly complex and treats occupants as leads, which is unnecessary.
  • Fix: The "Occupant" type will be simplified to function as a basic property link — useful for tracking tenants without generating lead workflows.
• Automatic Contact Type Tags:
  • Enhancement: When a contact type is selected (e.g., Realtor, Buyer), the system will automatically apply a corresponding tag.
  • Purpose: Enables contact filtering and supports future functionality such as a vendor/partner directory.

? New Custom Dialer — Preview

A fully custom-built dialer is currently in final testing. Here is what to expect:

• Live Priority List: The dialer works from a real-time, priority-sorted call list that updates dynamically — no static lists or manual reordering required.
• Market-Based Local Presence: The dialer automatically selects a calling number that matches the lead's area code. If no exact match is available, it defaults to a number assigned to the lead's property state (e.g., a Florida number for FL-based leads).
• Department Siloing: Reps will only be able to dial from phone numbers assigned to their specific department, preventing cross-department call confusion.
• Status: Currently in testing. Connor and the team are validating functionality before rollout.

? Lead Nurturing Best Practices

Problem: Automated Texts Firing During Live Conversations

Active drip campaigns can send automated text messages while a rep is in the middle of a live call with a lead, creating awkward or confusing interactions.

Interim Solution: Use the "Not Ready" Call Status

For leads that are cold or unresponsive, use the "Not Ready" call disposition instead of leaving them in an active drip. Here's how it works:

1. Mark the lead as "Not Ready" after the call.
2. The lead is automatically moved to a separate drip campaign designed for cold leads.
3. After 30 days, the lead is added to a Revival List for follow-up.
4. The main Attack List stays clean and free of unresponsive contacts.

Planned Long-Term Solution: Automated Re-Engagement ("Robot") Process

A background automation is being developed that will monitor for contacts with no activity for a defined number of days. Once the threshold is reached, the system will automatically re-enroll the contact in a new drip campaign to attempt re-engagement — without requiring manual intervention.

✅ Action Items Summary

This article was generated from the GenieREI Tech Tuesday Q&A session. For questions or to report a related issue, please submit a support ticket.