Push this project

Overview#

Push this project sends a property to the leads it fits, without building a campaign or a workflow. Gene reads every lead in your workspace, shows you the best matches with the reason for each, writes two sample proposals for you to check (and ask Gene to change), and then sends every lead you picked their own short proposal on WhatsApp, by email or both. You can also send it to the people in one or more of your Contacts smart lists instead (see Who gets it). Each lead then moves into your pipeline and Gene follows up as usual.

It works with very little property data. A name, a price and a place are enough, and a listing with only a name and a description still works: Gene reads where it is, what it sells and a stated from-price ("Prices from AED 1.2M") out of the description, and the proposal writer gets the description too. Bedrooms, units, handover date, off-plan status and a stated ROI make the matching sharper.

You can also ask the AI sidebar to run one, for example "push Soto Grande to my leads" (see From the AI sidebar).

Where to find it#

• In a listing's editor (click any row on Properties): Push this project at the bottom left.
• On each row of the Properties table: the megaphone button beside the listing name, which shows when you hover the row.
• In the listing's editor, the Pushes section lists every push of that property.
• In the AI sidebar: ask it to push a project to your leads.

Anyone who can see contacts can open it and see who fits. Previewing and sending need the Edit flows permission, the same as launching outreach (managers have it by default; set it per person in Team).

Who gets it#

Send to at the top of the popup chooses who the push goes to:

• Leads this project fits (the default): Gene reads every lead in the workspace and lists the ones the project fits, as described in How Gene picks the leads.
• People in smart lists: choose one or more of your Contacts smart lists (up to 10) in Choose smart lists, which you can search by name. The push goes to the people each list shows on Contacts today, and someone in two lists counts once. Until you choose a list the popup reads "Choose the smart lists to push this project to."

With smart lists, everyone in them can get the project, whether it fits them or not. The ones it fits come first with their reasons and score, and everyone carries an "In" chip naming the list (for example "In VIP buyers"). The same people are still left out as in any push: anyone who opted out, is marked as spam or has Gene switched off on their contact, contacts that are not leads, leads lost because they asked to stop, have no need or never got your messages, anyone who already got this project, and anyone the Send on choice cannot reach. Pick the first then ticks the first 50 (change it to pick more or fewer, up to 200), with no minimum score.

Tick Only the ones this project fits to send only to the people in the lists the project also fits, scored and picked exactly like Leads this project fits.

The lists are read again when you press Send, so someone added to or dropped from a list since you opened the popup is in or out as the list says then. A list deleted in the meantime stops the push with "A smart list you chose no longer exists. Choose it again." Restrict lead visibility applies here too: a team member with it on only reaches their own leads in the lists.

How Gene picks the leads#

Every lead is scored against the project. A lead is a match only when something about the project fits them, and one weak fit is not enough. Any of these makes a match on its own:

• They asked about it: the lead is linked to this property, or named it in a form, a brochure download or an import ("Asked about Sobha Hartland").
• The same developer as a project they asked about, or a developer they named.
• Another project they asked about, like this one: in the same area or city, or by the same developer, with a similar price ranking it higher ("Asked about AMRA, also in Dubai Marina and at a similar price"). Being in the same country does not count, and neither does a project in another price league (one more than three times the price of the other): a lead who asked about a €520k apartment is not matched to a €17M penthouse just because both are in Dubai.
• Where they want to buy: the city, area, region or country they gave on a form, to the agent, in an import or in their interests ("Looking in Abu Dhabi", "Asked about Dubai off-plan"). Short names count: "RAK" is Ras Al Khaimah, "UAQ" Umm Al Quwain, "DXB" Dubai, "AUH" Abu Dhabi, and "Ras Al-Khaimah" with a hyphen is the same place.
• Budget against price: the price is inside their budget ("Budget $800k to $950k fits $885k"). The budget is shown the way the price is, in the lead's own currency ("Budget €350k to €500k"). A project more than 20% over a lead's budget is never shown to them. An open budget such as "€1M+" reaches about three times its floor, so a €17M penthouse does not fit a lead who said one million and up.

These are weaker fits. One alone is not a match, but together they make one:

• A small stretch: the price is up to 20% over their budget.
• The kind of home: the bedroom count or the type they asked for (villa, apartment, penthouse). A lead who only said they want an apartment does not get every apartment project.

A lead who said where they want to buy (a region, destination or preferred area) is not matched to a project somewhere else just because the price fits. A lead after Abu Dhabi does not get a Ras Al Khaimah proposal, unless they asked about that project itself.

These then rank the matches, but never make one on their own:

• Motive: an investor sees the ROI when the listing states one, or the off-plan handover date; someone who wants to live in it is told when it is ready.
• Experience: a qualification answer saying they invested in property before ("Has invested in property before").
• Timeline: buying in 0 to 3 months ranks above 12 months. A timeline given in another language reads in English ("Buying in 0-3 months").
• Temperature (hot, warm) and when they last wrote.

Each match shows its reasons, a score out of 100, the channels it goes out on with the Send on choice (WhatsApp, Email or both, next to their icons) and the lead's language. A match the choice cannot reach is greyed out with "Not on WhatsApp" or "No email" and cannot be ticked.

Who is left out#

The dialog counts everyone it left out, with the reason:

• leads on Do not contact (they are always left out, smart lists included, and a push never sends to them even if it was opened before the switch went on), leads marked as spam, or leads with Gene switched off on their contact;
• developers, agents and other contacts that are not leads;
• leads lost because they asked not to be contacted, have no need or never got our messages (leads that went quiet or were lost for another reason are kept: a new project is a good reason to write again);
• leads who already got this project in an earlier push;
• leads Gene has no way to reach: no WhatsApp number it can use and no email it may send to;
• and leads nothing about the project fits, including a lead who said they want to buy somewhere else.

A team member with Restrict lead visibility on sees and pushes only their own leads.

Sending#

1. Untick anyone you want to leave out. With Send to on People in smart lists (without Only the ones this project fits), the first 50 people Gene can write to are ticked, whatever their score; change Pick the first to pick more or fewer. Otherwise the best 50 matches with a score of 20 or more are ticked to start with; change Pick the best to pick more or fewer (up to 200). Matches scoring under 20 (for example a lead whose only link is another project they asked about in the same city) are listed but not ticked: tick them by hand to include them.
2. Choose where it goes in Send on: WhatsApp, Email or Both. It starts on WhatsApp when the workspace has a WhatsApp number, otherwise on Email; a choice the workspace cannot send on is greyed out. Each lead gets the proposal on every chosen channel they can be reached on, and a lead the choice cannot reach is left out of this push.
3. Choose the stage the leads move to once their proposal is out (Contacting by default).
4. Preview proposals writes two of them, one for each of the first two picked leads who already have a conversation (Gene reads it before writing), exactly as those leads will get them. Each shows as soon as it is written. Nothing is sent yet. If Gene cannot write one within about a minute it says so, and that lead's proposal is written again when the push sends. Everyone else gets theirs written when the push sends.
5. To change the wording, type in Ask Gene to change these under the samples, for example "shorter", "mention the payment plan" or "more formal". Gene rewrites both samples with it, and every proposal written when the push sends follows it too. You can add up to five, and remove any of them (the samples are rewritten again).
6. Send starts the push.

What happens to each lead:

• The proposal is written by your sales agent, in the lead's language, under 60 words, ending with exactly one question to keep the conversation going. The project's facts are put into the lead's language too (a type such as "branded residential tower" included); only names, such as the project, the developer and places, stay as they are. It uses only what the listing says (its details, its payment plan when the listing has a Payment Plan field, and its description) plus your workspace's own knowledge, and follows any changes you asked for in the preview. The ones you previewed go out exactly as shown.
• The channel is the one you chose in Send on. On Both, a lead with a WhatsApp number Gene can use and an email gets two proposals, each written for its channel, and a lead who muted one channel still gets it on the other. A first email goes out under the project's name.
• Past WhatsApp's 24-hour window (on an official WhatsApp number) the proposal goes as a template in the lead's language, which WhatsApp approves first, usually within minutes.
• The normal sending rules apply: proposals go out in the lead's daytime, a few at a time, within the daily WhatsApp limit that protects your number, and a number that is not on WhatsApp is skipped.
• Credits: one credit per proposal delivered, like any message Gene writes, so a lead reached on both channels uses two. A proposal that is not delivered is not charged. With no credits left, the proposal is not sent. The popup and the sidebar's confirmation card do not show the cost.
• In the conversation your team sees a note above the proposal saying why Gene picked this lead.
• The pipeline: the lead moves to the stage you chose. Never backwards: a lead already there or further along stays where they are, and so does a won deal or an open deal on another pipeline. A lead who had gone quiet (Abandoned) or was Lost is open again.
• Follow-ups run from the proposal like for any new lead: if they do not answer, Gene follows up on its normal schedule, even when they used up their follow-ups long ago (see Follow-ups).

The Pushes list#

The Pushes section in the listing's editor shows each push (the latest 20), when and by whom, and for a push to smart lists who it went to ("to smart list VIP buyers", or "to leads it fits in VIP buyers" when Only the ones this project fits was ticked; two lists read "VIP buyers or Dubai leads", more read "VIP buyers or 2 more lists"), with how many leads it matched, how many proposals were sent, how many leads replied and how many booked a meeting, plus how many are still waiting or were not sent. The numbers update on their own while a push is going out. Click a push to see every lead in it, why Gene picked them, and where they are: waiting to send, waiting for WhatsApp to approve, sent, replied, booked, not sent with the reason, or skipped (they opted out or Gene was switched off for them before it sent). On a push sent on Both, a lead counts as sent when either proposal went out, and a reply on either channel counts. Click a lead to open their conversation.

Analytics, Outreach, lists every push next to your other campaigns, by channel, with sent, delivered, opened (email) or read (WhatsApp), replied and reply rate.

Each push is also listed in Flows > Outbound, named after the project, for example "Push: Sobha Hartland".

From the AI sidebar#

Ask the AI sidebar to push a project by its name, for example "push Soto Grande to my leads" or "send Soto Grande to the best 30 matches". Name the listing in the same message: the sidebar cannot see which listing you have open, so "push this project" on its own gets the question "which listing?", and it never reuses a listing from earlier in the chat. If several listings share the name, it asks which one. Name a channel to choose where it goes ("push Soto Grande to my leads by email", "on WhatsApp and email"); without one it goes on WhatsApp when the workspace has a number, otherwise by email, and leads that channel cannot reach are left out. If none of the matches can be reached on the channel you named, it says so and offers the other channel or both.

Before anything is sent, the sidebar always shows a confirmation card, even with Auto-confirm on: the leads it scanned, how many match, how many get a proposal, the top three matches with why, how many go out on WhatsApp and by email, who was left out and the stage they move to. Confirm and it starts the same push as the Push this project button, and it tells you where to follow it. Cancel the card and nothing is sent; the row in the chat reads "Cancelled: Push ..." ("Not confirmed in time" if the card was left too long). If nobody can get the project, it gives you the numbers as they are: how many leads it scanned, that none match, and who was left out and why.

The differences from the popup: the sidebar only pushes to the leads the project fits (to send to a smart list, use Send to in the popup), it sends the best matches as they are, the same ones the popup ticks to start with (the best 50 scoring 20 or more, unless you give a number, up to 200), you cannot untick or add anyone, and there is no preview or Ask Gene to change these; each proposal is written when it sends. To hand-pick the leads, read proposals first or change their wording, use Push this project on the listing. Running a push from the sidebar needs the Manager role and the Edit flows permission.

Stopping a push#

Open the push's row in Flows > Outbound. Pause stops it within a few minutes: proposals not sent yet wait, and Resume sends them from where it stopped. Cancel asks you to confirm, then stops every proposal not sent yet for good. Proposals already sent are not taken back, and their follow-ups run as normal for those leads.

Good to know#

• If the workspace has no WhatsApp number or email sending set up, the dialog still shows who fits but cannot send.
• Matching reads every field on the contact that says what the lead wants: budget, interests and what the agent captured in conversation, plus your own contact and opportunity fields in Data & Fields, recognised by their key and label (a preferred area, a target country, a budget, a timeline, a qualification question such as Previous investor), and form and import fields such as brochure, region, project name, project developer, neighbourhood, notes and the budget from your previous CRM. The more of that is filled in, the better the matches.
• Turning Gene off for the workspace pauses a push; it carries on when Gene is back on.