CENTURY 21 Affiliated
Follow Up Task How to log a follow up task Expand the + > Select follow up date > apply a task name > apply task category > add follow up notes under description. • Make sure the “owner” is the Team Leader
Lead Status / Contact Attempt • Lead = Lead • Contact Attempt = Call or text but no contact was made • Contact Made = Talked on the phone or text back • Appt Set = Appointment set • Needs Evaluated = Met with recruit but recruit is unsure • Offer Sent = Ready to sign with Affiliated
Adding a Lead Manually To manually add a lead that did not filter into Brokerkit (for whatever reason). Agents will not show up automatically until they have a closing under said brokerage. Top Right Corner > Add Lead > Add basic info > Change owner to Team Leader • If there is a duplicate a notification to “duplicate” will appear
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Last Updated: 4/15/2026
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