Smart Lists 101 - Everything You Need to Know

What Are Smart Lists?

Smart Lists are 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:

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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.

What Smart Lists Do You Recommend?

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There are proven, done-for-you Smart Lists ready to go inside of your account!

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?

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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.

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