The Forefront Dictionary
Most Commonly used terms and jargons while using Forefront
| Action– A specified automation that will take place with the use of a trigger (i.e. texts, emails, and tasks) |
| Call Script– A form that can be used by cold callers, VA’s, birddogs, or anyone where they can easily enter Lead information in and submit it to your system automatically as a Lead. |
| Contact Tags– A personalized or custom tag that you can use for contacts |
| Contact Types– The ability to create classifications for your Contacts and provide you the ability to segregate them (i.e. Realtors, Buyers, Leads, etc.) |
| Custom Fields– A personalized or specific entry field that is not part of the standard of Forefront or field that you have created for specific purposes. |
| Deals– A simple tagging system that allows you to tag a Lead as a Deal. How to use this is completely up to you and your team. If you consider a lead a deal when you close a contract go ahead and mark that. If it’s not a deal to you until it’s flipped mark it then. Totally up to you but this helps your stats stay up to date. |
| Followup Sequences– A series of automated texts and emails sent out to a Lead. |
| Funnel– A detailed view of the performance of each of your campaigns in Forefront |
| Integrations– The ability to connect specific software and systems into Forefront (i.e. Gmail, Callrail, etc.) |
| KPI– Key Performance Indicator. Basic stats that allow you to track many different areas in Forefront. |
| Leads – Property and Contact entries inside of Forefront that is either entered manually or automatically coming from your Lead Generation Software |
| Orphaned Leads– A floating status of a Lead after finishing a follow-up sequence, and determine what is the next best course of action. |
| Pipeline– A full overview of all active leads that gives you the ability to view your business at a glance, and the capability to move your leads through your workflow as they progress. |
| Shortcodes– A simple code that pulls specific information from a Lead without the need to type that information in. Used in one-off messages and sequences. This allows you to pull in things like a contact’s first name or a street address. |
| Snippet– A list of short templates or commonly used terms and or messages that are saved and can be used at any time. |
| Status Automations– Automated actions that are triggered whenever a Lead enters a given or specified status. |
| Status– The position of a specific Lead in your workflow. |
| Strategy– The exit strategy you anticipate for a specific Lead in your Pipeline. |
| Temp– A gauge to measure the willingness of the Lead to Sell their Property |
| Trigger– A pre-requisite for an action to take place for specified status automation. |
| Up Next– A set of tasks presented as a list to easily know what needs to be worked on next. |
| Users– A person within your team that has access to Forefront. |
| Webhooks– A URL that can be used to send information or Leads into Forefront. |