If you are new to Follow Up Boss, you are probably just learning about smart lists. Smart lists are key to unlocking the true power of Follow Up Boss. They will help you ensure no opportunities slip through the cracks. With smart lists, you'll finally have a workflow that keeps you on top of your most important leads.

Every new Follow Up Boss account has default lists included, taking the guesswork out of getting started. All you need to do is organize your leads by stage and these lists will start to work for you!

Note: If you customize your stages, you'll need to update these lists, otherwise we will be looking for a stage you are not using.

Stage vs. Smart List

• Stage = main category of your lead like hot prospect or nurture.
• Smart Lists = lists created by saving filtered criteria like stage. Not every smart list includes a stage filter. You can create smart lists based on tags, custom fields, and things like last call.

If you want a quick smart list training, join this 10-minute webinar.

Where to find your default smart lists

You can find these lists on the People tab in your account. These lists can also be copied to your account (if they were removed) by going to People > Manage Lists > Best Practice Lists. 

Default smart list details

Today's Leads

Any leads created today

Clients

Any contact in the stage Active Client

Leads/Daily

Contacts created less than 10 days ago in the stage of lead that you haven't had a conversation with or attempted contact in 12 hours or more. The goal is to reach out daily to strike up a conversation and book an appointment.

Hot/2xs Week

Contacts in the Hot Prospect stage that you haven't had a conversation with or attempted contact in 3 days or more. The goal is to keep in touch with your hottest leads to book an appointment.

Nurture/monthly

Contacts in the Nurture stage that you haven't had a conversation with or attempted contact in 3 or more days. The goal is to keep adding value so you are top of mind when it's the right time to buy or sell.

PC/SOI/quarterly

Contacts in the Past Clients and Sphere stages that you haven't had a conversation with or attempted contact in 90 days or more. The goal is to keep building relationships with the people you have done business with in the past or people part of your network to increase repeat business and referrals.

Stale Leads

Contacts in the lead stage that are older than 10 days. You should recategorize these leads so Leads are only new leads. Tip: Create a stage called Cold or Archive.

Recently Active

These are leads with recent activity (a new inquiry or website event like viewed or favorited property). These are hot leads!

Closings

These are leads for whom the deal is scheduled to close some time within the next 4 weeks.