Skip to content
  • There are no suggestions because the search field is empty.

Maximizing Your Pipeline: Understanding the Contact Delay Feature

Keep leads engaged by managing communication based on their readiness.

Why This Feature Matters

Some leads aren’t ready to buy or sell immediately—and that's perfectly fine. The Contact Delay feature provides flexibility to pause communication on a per-lead basis, tailored to their situation or request. Whether leads are traveling, taking a break, or simply not ready to engage, you can “snooze” their activity while still keeping them within your pipeline. This ensures you don’t lose touch and can maintain a relationship until they’re ready to move forward.

Real-world Examples

  • A lead mentions they're traveling for two months; you can pause communications until they return.
  • If a lead is going through a significant life change, such as a job transition, pausing communications can respect their need for space while keeping the door open for future opportunities.

Step-by-Step Instructions

  1. Go to the Lead Detail Page
    • Navigate to the lead’s detail page from the Manage Leads screen.
  2. Schedule a Contact Delay

    • Select “Set Contact Delay”

    • Choose a default delay (e.g., 30, 60, 90 days) or a custom date range

    • Optionally, choose a future start date

  3. Choose Communications to Pause
    • Select which types of communication to pause:
      • Listing alerts
      • Traditional action plans
      • Fully automated action plans
      • Drip campaigns

Set to Auto-Resume (Optional)

  • Choose to automatically resume those communications when the delay ends
    • You can also add a note for context

View or Edit Delays

  • When active, a delay displays next to the lead’s name on their detail page
    • You can edit the delay or end it early anytime.

Where Delays Are Shown

  • When a Contact Delay is active, it will display in:
    • Lead Detail Page
    • Manage Leads
    • Inbox
    • Task Manager
    • Main Dashboard
    • Market Updates & E-Alerts Dashboards

Best Practices

  1. Use delays when a lead asks to reconnect later—e.g., after travel, life events, or long timelines
  2. Avoid overlapping delays with scheduled campaigns unless intentional
  3. Keep track of paused leads using Advanced Search filters for “Contact Delay”
  4. Add notes so your team knows why the delay was set

Troubleshooting Common Issues

Problem: Lead still receiving communications
Solution: Ensure the selected campaign types were properly paused when setting the delay

Problem: Forgot to resume after delay
Solution: Use the auto-resume option to automate this process

FAQs

Q: Will leads know they’re on delay?
A: No. Contact Delay is for internal workflow management only.

Q: Can I still email or text a lead manually while they’re on delay?
A: Yes! Manual outreach is still allowed during a delay.

Q: Can I create multiple delays for the same lead?
A: Yes. You can stack or schedule multiple delays as needed.

Q: Is there a way to search/filter by Contact Delay status?
A: Absolutely. Use the Advanced Search in the Manage Leads page to filter by delay status and date range.