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 and when.
- Prioritizing your database.
- Ensuring you never miss an opportunity.
- Staying in touch with the right people at the right time.
Where Do I Find My Smart Lists?
Your Smart Lists are prominently visible at the top of the People Screen:
Getting Started with Smart Lists
Smart Lists are one of the most important foundations of Follow Up Boss. They give you the edge on competitors, ensure your leads are engaged properly, and help you stay top of mind with everyone in your database.
- Understand How to Work Your Smart Lists & Follow Up with Leads: Working Your Smart Lists
- How to Create Your Own Smart Lists: Filters and Smart Lists
What Smart Lists Do You Recommend?
There are proven, done-for-you Smart Lists ready to go inside of your account!
- Discover exactly how to leverage Smart Lists with this in-depth webinar from our Success Team: Recommended Smart Lists [Webinar Recording]
- Learn how to copy our best practices list into your account: Best Practice Smart Lists
Sharing Smart Lists with Your Team
Have Smart Lists that are working well? Share them!
Smart List sharing allows you to share your "secret sauce" and ensure agents are set up for success and ISAs know exactly who to call.
Here's How to Share Your Lists
How Can I Rearrange My Smart Lists?
Make your frequently used lists the most prominent. It's easy to drag and drop!
How to Manage Your Smart Lists
Leveling Up
Below are additional resources to help level up your understanding of Smart Lists.
- Learn the meaning behind every available filter: Smart List Column Definition
- See how many people are in each list: Smart List Counts
