https://share.descript.com/view/Bv1AfQdXoI5

How To Make Amazing “Smart Lists” For Your Lead Sorting

Hey guys, in this video today, we are going to be covering smart lists. This is our latest update as far as things are concerned. And in this video what we're going to do, we're gonna go ahead and set it up. I'll show you some of the applications for it. You can also make custom smartless as well.

We did just add a new system onto our platform on the backend. This happens automatically. So I'm gonna show you how to utilize this, and what this will do is it will constantly give you an active list of people that you're currently not having a conversation with, so that when it comes time to reach out to people, there's no wondering, no questioning, no nothing. You just actively have a list that's self-updating so that when you're going back and forth with them, if you get a response, you make sure you don't bulk blast them out with a phone call or a text message or what have you.

Generating an Unbooked Leads List

  1. Go to Contacts.
  2. Utilize the Follow-Up Tracking system to generate a list of Unbooked Leads.
    1. Select the "All" filter.
    2. Click on "More Filters".
    3. Type in "Status" and select "Lead Booking Status".
    4. Select the status as "Unbooked Lead".
    5. Hit "Apply".
  3. Save the smart list as "All Unbooked Leads".
  4. The list will automatically update as leads move between statuses.

Generating a 30-day Leads List

  1. Go to Contacts.
  2. Utilize the "Created Date" filter to generate a list of leads generated in the past 30 days.
    1. Select the "All" filter.
    2. Click on "More Filters".
    3. Select "Created Date".
    4. Set the date range to "Less than 31 days ago".
    5. Hit "Apply".
  3. Save the smart list as "Leads Generated in Past 30 Days".
  4. The list will automatically update as new leads are generated.

You can also customize your columns to include additional information about each lead.

If you have any questions or need assistance, please contact one of our team members.

Thanks and talk soon. Bye.