Smart Lists 101 - Everything You Need to Know
What Are Smart Lists? Smart Lists are like a saved property search, but for your database, highlighting the contacts you need to follow up with now. They are saved filters that are dynamically populated based on preset criteria like Stage, website activity, and/or last communication. Benefits of Smart Lists include: Knowing who to follow up with a...
Sharing Smart Lists with Your Team
Admins and ISAs can set their teams up for success by sharing targeted smart lists created for certain team members in your account. Share lists in just a couple of clicks so team members can focus clearly on the leads withing their area of responsibility, without the clutter of seeing leads assigned to other teams. This is perfect for: Creating tar...
Smart List Column Definitions
When using Filters and Smart Lists, there are a variety of columns that you can use to organize data. Below are the definitions of each. Details First Name: The first name listed in the lead profile. Use this column to sort leads in alphabetical order by first name or check if the field is empty. Last Name: The last name listed in the lead profile. ...
Filters and Smart Lists
Filtering Contacts The first step in creating a smart list is pinpointing the contacts you would like to see. We do this using filters. You can choose to filter directly within the column, by using the Filters Tab on the right side of the screen, or a combination of both. Filtering By Column: 1. Click Name of the Column 2. Click "Add Filter" 3. Cho...
Manage Smart Lists
To manage your smart lists to go to the Admin > Manage Lists screen. You can also access it by clicking on the cog icon in the row of smart lists from the People screen. On this screen you can rename, edit descriptions, toggle sharing and delete smart lists. Only admin users can toggle sharing. You can also add best practice smart lists. Click on...
Working Your Smart Lists
These smart lists are designed to help you work with the right people at the right time. Use this guide and your smart lists to know who to call each day and never let another lead slip through the cracks . Read on to learn: How it Works The Basics What Your Smart Lists Do How to Work Your Smart Lists Leveling Up How it Works You will automatically...
Best Practice Smart Lists
Save time by using our proven smart lists. Simply copy the one(s) you want into your account and get to work! How to Copy a Best Practice Smart List into Your Account From the People screen, click Manage Lists . Click the Best Practice Lists button Use the Copy button to copy the list(s) you want into your own account. The list(s) will be added to y...
Smart List Counts
Smart List counts are an easy way to see how many people match the conditions for a given smart list. These counts can be useful when working lists that will filter out leads once they are actioned. This will allow you to see, at a glance, if there are leads to work in your various lists. Some details about when counts update: All counts are updated...
Ryan Melville Method
Knowing when to follow-up with a lead can be hard, but here's a great system for follow-up using smart lists. The idea behind this process is to add tags based on the frequency with which you want to follow-up with your leads. These smart lists rely on adding the following tags: Daily, Weekly, Bi-Weekly, Monthly, 6 Months. Typically you would add t...
