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Bow & Bounty CRM

Quick Start Guide for Researchers & Callers

Home Dashboard

The home page shows widgets with your most important data:

• High Value Opportunities — top opportunities sorted by pipeline score
• Upcoming Follow-ups — records with follow-up dates coming up
• Activity Stream — recent changes across the system

Quick Links (Bookmark These)

Click these links to go directly to filtered views in the CRM:

• High Score Opportunities — sorted by pipeline score, best first
• Needs Skip Trace — opportunities not yet traced, highest surplus first
• Ready to Call — skip trace complete, ready for outreach
• Follow-ups Due — records with follow-up dates, soonest first

Finding Opportunities

Opportunities are surplus fund cases — each one represents a property where excess funds exist after a tax sale or foreclosure.

1. Click Opportunities in the left sidebar under "Surplus Funds"
2. Use the search bar at the top to find records by owner name, property address, or county (e.g., type "Brevard" or "123 Main St")
3. Use filters (click the funnel icon) to narrow by status, surplus amount, skip trace status, etc.

Adding Contacts to an Opportunity

Contacts are the people associated with a surplus case — property owners, heirs, lienholders, etc. Phone numbers and emails live on the Contact record and appear automatically in the opportunity's Contacts panel.

Step 1: Open the Opportunity

Click the opportunity name in the list to open its detail page.

Step 2: Scroll to the Contacts Panel

Below the opportunity details, you'll see the Contacts panel. This shows all people linked to this case with their phone, email, role, and status.

Step 3: Click the + Button

1. Click the + button on the Contacts panel header
2. In the Contact field, start typing a name to search for an existing contact
3. If the person doesn't exist yet, click the arrow icon next to the Contact field to create a new Contact
4. Set the Role (Owner, Former Owner, Heir, etc.)
5. Click Save

Step 4: Adding Phone/Email to an Existing Contact

1. Click the contact's name in the Contacts panel — this opens their Contact record
2. Click the Phone or Email field at the top of the Contact page
3. Type the number/email and press Enter or click the checkmark
4. Navigate back to the opportunity — the phone/email now appears in the Contacts panel

Making Calls

Phone numbers in the Contacts panel are clickable.

1. Click a phone number in the Contacts panel
2. A call popup appears with the contact name and number
3. Click Dial — your phone/dialer opens and a timer starts
4. After the call, select the Status (Spoke to Target, No Answer, Left Voicemail, etc.)
5. Add any Notes about the conversation
6. Click Save Call — this logs an outreach record automatically

Key Fields Explained

Hover over any field label in the CRM to see a tooltip explaining what it means. Here are the most important ones:

• Status — Where the opportunity is in the pipeline (New → Researching → Outreach Ready → Contacted → Signed → Converted)
• Surplus Amount — How much excess money is held by the court
• Claim Window — Yellow = lienholders have priority (first 120 days in FL). Green = property owners can claim freely.
• Skip Trace — Whether contacts have been looked up (Not Started / In Progress / Complete)
• Retained — Checked = this is our active claim, protected from cleanup
• Claimed — Checked = another party has already filed a claim on this surplus
• DNC — Do Not Call status (Unverified / Cleared / Do Not Call)
• Prior Claim — Whether we've verified if another firm has claimed (Unverified / No Prior Claim / Claim Filed / Court Order Issued)
• Score — Automated 0-100 score based on surplus, claim window, contactability, and qualification

Workflow for Researchers

1. Filter opportunities by Skip Trace = Not Started
2. Research each opportunity — verify property, find owners
3. Add contacts with their roles (Owner, Heir, etc.)
4. Add phone numbers and emails to contacts
5. Update opportunity status to Outreach Ready when contacts are found

Workflow for Callers

1. Filter opportunities by Skip Trace = Complete and Status = Outreach Ready
2. Open an opportunity and review the details
3. Click a phone number to dial — the call popup logs the attempt
4. After the call, update the call status and add notes
5. Update the Cooperation Status on the contact (Cooperative / Unresponsive / Hostile / DNC)
6. If interested, update opportunity status to Interested or Agreement Sent

Navigating Between Records

• Opportunity → Contact: Click the contact name in the Contacts panel
• Contact → Opportunity: On the Contact page, the Claims panel shows linked opportunities — click the opportunity name
• Opportunity → Property: Click the Property link in the Relationships section
• Opportunity → Source: Click the Source URL to view the original county listing