Only items that require a human decision or action.
Estate & Heir Location · Bella
Campaign duration and follow-up cadence will appear here.
Live where Purple3 exposes a real signal; providers with no backend health signal yet are shown honestly rather than guessed.
Newest Purple3 events appear first.
Purple3 is checking campaign state, calling window, compliance and usage before Bella can be shown as live.
Purple3 will show the live Estate & Heir contact network here.
Choose the lead type, upload your file, check the mapping, then import. That’s it.
Estate & Heir Hunt works from possible relatives or associates and their contact information. A basic probate list with only the owner or property is not enough.
Use one of these or another provider that returns the same type of data.
Value-oriented option for real-estate skip tracing with relative and associate data.
Open SmartSkip →Enhanced skip tracing with relative/associate contact information.
Open Tracerfy →Deeper identity and relative/associate research for harder cases.
Open idiCORE →Purple3 treats provider-supplied relationships as possible / unverified until separately verified.
Upload a CSV and Purple3 will help match the columns.
CSV only for now. Purple3 reads the headings and tries to match them for you.
Green means Purple3 recognized it. Change only the rows that look wrong or say “Not mapped.”
| Your file says | Purple3 will save it as |
|---|
Ready rows can be imported. Blocked rows tell you exactly what is missing.
90 days is the Purple3 standard. Shorten or extend it as your business needs change. Purple3 keeps the campaign rules, follow-ups and re-evaluation timing aligned.
Purple3 will keep eligible outreach active for the selected lifecycle. When the lifecycle ends, unresolved outreach can move to Re-Evaluation instead of being treated as a lost lead.
Used of — total available
Request additional usage without changing campaign configuration. No payment is charged until a payment provider is connected and confirms payment.
Simple, practical guides for running your AI outreach. Search a question or browse by topic.
Use the optional walkthrough for a quick tour. It disappears when you close it.
Try a simpler phrase such as “DNC,” “holiday,” “next best action,” or “usage.”
How to: Open Command Center.
This keeps you focused on what Purple3 is doing and only pulls you in when a person is needed.
How to: Click Command Center.
This is your daily “what is Purple3 doing?” screen.
How to: Open CRM.
A bad phone is not automatically a bad person, and a bad person is not automatically a bad property.
How to: Open CRM and choose a property.
Purple3 tracks the person and every phone separately.
How to: Open the person.
The outcome tells you what happened on one call. Hunt Direction tells you what happens next.
How to: Open the person and find the phone.
This prevents duplicate or overly frequent outreach.
How to: Open CRM → property → person.
Hunt Direction tells you what Purple3 plans to do with this contact path.
How to: Open the property/person.
Purple3 recommends the next strategy; it does not automatically mail, visit, door-knock, or perform other real-world actions.
How to: Open CRM → property → person.
You can understand the full story without opening Vapi or n8n.
How to: You do not enter the result manually.
Purple3 records the call, updates CRM state, creates qualifying actions and decides what happens next.
How to: Open the property in CRM/Heir Hunt.
The network helps Purple3 move to better contact paths without pretending uncertain relationships are confirmed.
How to: Open Command Center or Alerts.
Callbacks and appointments are moments when Purple3 intentionally hands work to a person.
How to: Open the person and locate the phone.
Purple3 stops unsafe or unusable phone paths without automatically closing the opportunity.
How to: Open the person and check Eligibility.
Purple3 must pass every safety/authorization gate before Bella can call.
How to: Open Campaign & Usage.
Purple3 uses campaign timezone and holiday protection to prevent calls at the wrong time.
How to: Open Campaign & Usage.
Usage is a safety/billing gate that can stop new call authorization.
How to: Open Campaign & Usage.
Pause is intentional; schedule and holiday controls handle normal timing automatically.
How to: Open the person and read Hunt Direction.
Cadence keeps viable contacts in the hunt without calling too often.
How to: Open Needs Your Attention or Alerts.
Purple3 handles routine work automatically and alerts you when a person should take over.
How to: Open Command Center.
Changing several controls at once can hide the real cause.
How to: Open the property and review Next Best Action plus history.
Re-Evaluation means review the strategy; it does not automatically mean the lead is lost.
How to: Open Next Best Action.
The recommendation is explainable and evidence-based. You remain in control.
How to: Open Needs Your Attention or Alerts.
These are the items Purple3 intentionally does not handle silently.
Purple3 works the outreach. When you want to take over a specific lead, hand that one lead to your CRM and manage it there.
You connect an account you already own. Connecting a CRM does not send leads or turn on automatic syncing.
Pick the CRM you use. Connector status is shown honestly below.
Purple3 will show the connection requirements here.
The provider is registered in Purple3, but the vendor-specific handoff connector still needs to be built and tested.
You will connect your own CRM credentials securely. Purple3 will never ask you to paste a secret into an ordinary CRM field.
If your CRM supports an API or inbound webhook, it may be possible to add a Purple3 handoff connector.
This module is scaffolded and ready for wiring.
Purple3 will create a usage request. Payment checkout is not connected yet, so this action does not charge a card.
Requests remain pending until payment is externally confirmed.