Gabe Cordova's Smart Lists

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

Camiel Lawler
  • Updated

You've heard Gabe Cordova talk about his custom Smart Lists, and now you can have them as well! This guide will cover how Gabe organizes his People screen and the Filters he applies to create his custom Smart Lists.

 

Customize Your People Screen

Gabe organizes the Columns on his People screen in a specific order as follows:

Name
Stage
Last Activity (sort new to old)
Last Visit
Properties Viewed
Properties Saved
Ave. Price Point
Last Marketing Text Reply
Last Call Made
Calls Made
Last Communication
Agent
Pond
Created

 

You can select which columns will be displayed under the Columns drop-down menu on your People screen. Simply select the columns listed above and remove the checkmark from any you don't need.

Use the handle at the top of each column to reorder them. 

 

Custom Stages

The Custom Stages Gabe uses are listed below. You can add these to your account by going to Admin > Stages.

A = Hot lead 30 or less
B = 1 - 6 Months
C = 6 Months+
Agreement Signed
Appointment Set
Active Listing
Pending
Do Not Contact

 

Building Your Smart Lists

Below you will find the recipe for each of the Smart Lists Gabe uses. Each list has a Title, Description, and a set of Filters. You can build them one at a time and save each one before moving on to the next. Gabe uses lists 1 - 5 as well as A, B, and, C.

1. Handraiser 

Description: Leads tagged Handraiser by YLOPO and not called in a day 

Filters:

  • Tags include HANDRAISER
  • Last Call Made more than 1 day ago

2. CM-Hot

Description: Leads tagged as hot by Conversion Monster and not called in a day

Filters: 

  • Tags include CM-HotLead
  • Last Call Made more than 1 day ago

3. AI Replies

Description: Leads who have responded to Raiya or a 3rd party text

Filters: 

  • Last Marketing Text Reply is not empty
  • Tags exclude Hide

4. Nudges

Description: Leads tagged Nudge by someone on the team not called in a day

Filters: 

  • Tags include Nudge
  • Tags exclude X-Nudge
  • Last Call more than 1 day ago

5. Active Priority

Description: Tags include YPRIORITY

Filters: 

  • Last Activity less than 14 days ago
  • Last Call more than 18 hours ago
  • Phone is good

A’s

Filters:

  • Stage includes A= Hot lead 30 or less
  • Source excludes Sphere, Agent Recruit, Agent
  • Last Call Made more than 7 days ago

B’s

Filters: 

  • Stage is B= 1 to 6 Months
  • Source excludes Sphere, Referral, Agent Referral, Client Referral
  • Last Call more than 14 days ago
  • Ponds exclude all

C’s 

Filters: 

  • Stage is C= 6 Months +
  • Source excludes Sphere
  • Last Call more than 30 days ago
  • Ponds exclude Don’t Touch Leads

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