Overview
Before you work a prospect from a stacked list, it is worth knowing whether that property is already in your pipeline.
The Status column tells you. A record showing In Leads is already in your active leads pipeline.
Steps
Step 1: Open List Stacking
Go to your List Stacking tab.
Step 2: Find the property
Find the property address you want to check.
Step 3: Read the Status column
Look at the Status column for that record.
If it says In Leads, the property is already in your active leads pipeline.
Important Notes
Check this before contacting a prospect. A property already in your pipeline is likely being worked by someone, and may already have a conversation history you do not want to cut across.
This is what stops the same property being worked twice. On a large stacked list, the same address can easily be prospected by two people on different days.
In Leads means active pipeline. It tells you the property has already been converted into a lead rather than sitting as a raw prospect.
Scan the Status column when you start on a list, rather than checking properties one at a time as you go.
If a record is already a lead, the lead is where the work happens. Update the lead rather than treating the prospect as a fresh opportunity.
Troubleshooting
You are not sure whether a property is already a lead
Check the Status column in List Stacking. In Leads means it is in your active leads pipeline.
You cannot see the Status column
It may be hidden. Open the column panel from the icon on the left and check the box for the status parameter.
You want to open the lead itself
Search for the property address using global search, which covers your leads.
Two team members are working the same property
One of them may have been working the prospect while the other worked the lead. Check the Status column before starting on a list.
A property you converted is not showing as In Leads
Check the property address matches. Records are matched on the address, so a difference in formatting can leave the two unconnected.
Related
How to Create Statuses in List Stacking — the statuses shown in this column
How to Hide Columns in List Stacking — making sure the Status column is visible
How to Use Global Search — finding the lead once you know it exists
Summary
You checked whether a List Stacking record is already a lead. In your List Stacking tab you found the property address and read its Status column — In Leads means the property is already in your active leads pipeline and should be worked there rather than as a new prospect.