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Setting a Contact Delay for Your Leads

Pause and auto-resume listing alerts and plans for individual leads based on their timeline.

 

Why This Feature Matters

 

 

Some leads aren’t ready to buy or sell immediately—and that’s okay. The Contact Delay feature gives you the flexibility to pause communication on a per-lead basis, based on their situation or request. Whether they’re traveling, taking a break, or simply not ready to engage, you can “snooze” their activity while still keeping them in your pipeline.

 


 

 

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

       

     

  4. Set to Auto-Resume (Optional)

     

    • Choose to automatically resume those communications when the delay ends

    • You can also add a note for context

     

  5. 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

 

 

In other words—it’s easy to see at a glance which leads are currently paused.

 


 

 

Best Practices

 

 

  • Use delays when a lead asks to reconnect later—e.g., after travel, life events, or long timelines

  • Avoid overlapping delays with scheduled campaigns unless intentional

  • Keep track of paused leads using Advanced Search filters for “Contact Delay”

  • 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.