Smart Lists Overview

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  1. Follow Up Boss - Help Center
  2. Automation
  3. Smart Lists

Jonty Leventis
  • Updated

Smart Lists are like saved searches of your database, highlighting the contacts you need to follow up with. Use filters to find people based on pipeline stage, website activity, last communication and so much more. With smart lists, you’ll never miss an opportunity, and you’ll be in front of the right people at the right time. 


🔥 Join our 10-minute smart list webinar M-F @ 1:30 EST. You can sign up here!

How Smart Lists Work




How to Create a Smart List

  1. Go to the People tab  in the upper left-hand corner
  2. Use the Filters on the upper right-hand side to filter to the desired contacts. For more information about filtering, check out Filters and Smart Lists.
  3. Click Save List in the upper right-hand corner to save and name the filtered list.

To view an existing list’s saved filters, click on the name of the list and click filters on the upper right-hand side of the page.


Smart List Features

 

FAQs

What smart lists do you recommend?

There are proven, done-for-you Smart Lists ready to go inside of your account! Learn how to copy our best practices list into your account: Best Practice Smart Lists. Discover exactly how to leverage Smart Lists with this in-depth webinar from our Success Team: Recommended Smart Lists.

Can I share smart lists with my team?
Yes! Smart List sharing allows you to share your "secret sauce" to ensure agents are set up for success and ISAs know exactly who to call. To share your lists, click manage lists and click under the shared column for that list to make changes to who has access to that list. Don’t forget to click save!
Can I change the name of my list?
Yes, from the people screen, click manage lists. From here you can rename, edit descriptions, toggle sharing, and delete smart lists. Only admin users can toggle sharing.
Can I rearrange the order of my smart lists?
Yes! Make the frequently used lists the most prominent. It's easy to drag and drop! Click Manage Lists in the upper right-hand corner and drag and drop your lists to rearrange.
I shared a list with someone but they can't see anyone in it?
Just because you shared a list, doesn’t mean you shared the people in it. Sharing a list means that the person(s) you shared it with will see the people assigned to them (or anyone they normally have access to) that match the criteria for the list. Agents can only see leads assigned to them, leads they are added as a collaborator on, or leads in a pond they are part of, for example. Sharing a list won’t change that.
How many lists can I make?
While we don’t prevent you from adding lists, we recommend having 5-7 core smart lists you work each day.
Should I use smart lists or tasks?

Tasks are great for very specific tasks you need to complete, like when you need to call Bob about the home inspection. Smart lists are better for when you quickly need to find a group of people based on common qualities, such as tags:

  • Dynamically generated e.g. last contacted more than 3 days ago, so someone you emailed yesterday won't appear in today's follow-up smart list.
  • Not overwhelming like a backlog of tasks and quick to work through.
  • Share lists with your team.
  • More filtering options.
  • Schedule time in your calendar to go through specific lists.

Task action plans are good for when you have a specific set of actions that need to happen e.g. a closing sequence.

 

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