> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pulseintelpro.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Nurture CRM

> Stay consistently in touch with future clients until they are ready to buy or sell.

The Nurture CRM is your contact management system for people who are not ready to transact yet but will be in the future. Staying in touch on a consistent schedule keeps you top of mind when they are ready to make a move.

## Adding a Nurture Contact

Click **Add Contact** and fill in as much detail as you have:

### Contact Fields

| Field | Description |
| - | - |
| **Name** | Contact's full name |
| **Phone** | Primary phone number |
| **Email** | Email address |
| **Address** | Home or mailing address |
| **Lead Date** | When this person first became a lead |
| **Touch Every (Days)** | How often you should reach out, in days |
| **Level** | Priority score from 1 (low) to 10 (highest) |
| **Source** | Where this lead came from |
| **Avg Price Range** | Approximate price range they are shopping |
| **Timeframe** | When they expect to transact (1 Month up to 12+ Months) |
| **Type** | Buyer, Seller, or Both |
| **Status** | Active, Converted, or Dead |
| **Notes** | Anything else relevant to this contact |

## Touch Schedule

When you save a contact, Voru calculates the next touch date based on your **Touch Every** setting. Contacts appear with a countdown showing how many days until the next touch is due.

If a touch is overdue, the contact is flagged with an alert so it does not slip through the cracks.

## Contact Levels

Use the Level field (1 to 10) to prioritize your nurture list. A Level 10 is a hot prospect you should contact frequently. A Level 1 might be someone two years out who just needs occasional check-ins.

Sort or filter by level to focus your outreach on the most promising contacts.

## Contact Status

| Status | Meaning |
| - | - |
| **Active** | Currently being nurtured |
| **Converted** | Became a client and is now in your pipeline |
| **Dead** | No longer a valid lead |

When a contact converts, update their status to Converted and create a transaction in your Pipeline to track the deal.

## Filtering and Searching

Use the search bar to find contacts by name. Filter by Type, Status, Level, or Timeframe to focus on a specific segment of your nurture list.

## Best Practices

* Set realistic touch frequencies. A Level 10 buyer might need a call every 7 days. A Level 3 seller two years out might need a touch every 60 days.
* Record a note after each touch so you remember the conversation next time
* Review your overdue contacts at the start of each day
* Move contacts to Converted as soon as they sign. This keeps your active list accurate and your Leaderboard numbers clean


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