Discontinued Process (Last 30-days) Stage

2 min read

🧭 What is the Discontinued Process (Last 30-days) stage? #

The Discontinued Process (Last 30-days) stage is used for recruits who have decided not to move forward with learning about the real estate licensing process. Whether due to a change in priorities, timing, or lack of interest, this stage provides a way to record the disengagement without immediately removing the recruit from your system.

It acts as a short-term holding stage, allowing leaders to preserve a record of the recruit’s decision while keeping the pipeline clean and focused on active prospects.

✅ How does a recruit enter the Discontinued Process stage? #

Recruits are placed into this stage manually by a leader when they’ve expressed that they are no longer interested in pursuing real estate licensing or continuing the conversation.

There are no automatic triggers for this stage — the decision to move a recruit here is based entirely on the leader’s direct interaction or confirmed communication with the recruit.

🚀 What happens when a recruit enters this stage? #

Once a recruit is moved into the Discontinued Process (Last 30-days) stage:

They will remain visible in this stage for 30 days, serving as a record of their decision.
No additional emails, text messages, or follow-up tasks will be triggered.
The system essentially pauses engagement, but keeps the recruit accessible for quick reference during the 30-day window.

This stage gives leaders time to reflect, make notes, or potentially re-engage if the recruit’s circumstances change shortly after opting out.

🔄 How does a recruit leave this stage? #

After 30 days, the system automatically removes the recruit from the NS pipeline entirely. No manual action is required.

If, during that 30-day window, the recruit changes their mind and expresses renewed interest, the leader can manually update their stage to re-engage them in the pipeline, i.e., move them to the In School or KSCORE Pipeline..

💡 Pro Tip #

Make sure to document why the recruit discontinued the process in their notes. This context can be helpful for future follow-up or for recognizing patterns in disengagement across your recruiting efforts.