The goal for all users in Knock is to maintain high engagement with their prospects. Higher engagement means higher lead to lease conversions! Our Engagement score monitors this by tracking how many leads you have and how many of them are green. "Green" leads have had follow up in the last 48 hours, an appointment booked or a future follow up scheduled. To help our leasing teams maintain that high engagement, we have a couple optional settings admins can use.
Closing a Lead Without Follow Up
Agents will be unable to mark a lead as “Lost” or “Not a prospect” where there has been no contact with the prospect (e.g. answered call, outbound email, outbound call, etc.)
Adding a Future Follow Up without Contact
Agents will be unable to add a future followup where there has been no contact with the prospect (e.g. answered call, outbound email, outbound call, etc.) or where the last event is another followup (i.e. no more multiple followups in a row)
Mass emails and follow up indicators
An additional enhancement would be that mass emails to prospects will not count towards your engagement score or clear the follow up indicators.
If you would like to activate these settings, just contact our Support team at firstname.lastname@example.org!
Text notes do not count as a follow up within Knock and will not turn a lead from red to green. A email, call, or text has to be completed to do so.