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Smart Lists
Find and prioritize your best leads
No one has hours a day to manually sift through 1000s of leads in a CRM to figure out who to call next. But how else can an agent sort the hottest leads from those in the Nurture Zone... so future commissions stop falling through the cracks or (worse) getting scooped up by the competition?
The answer? Smart Lists. The instant way to categorize high volumes of leads for follow up that never fails. Built into Follow Up Boss.
The answer? Smart Lists. The instant way to categorize high volumes of leads for follow up that never fails. Built into Follow Up Boss.
Improve performance
Sort and prioritize lead follow ups.
And turn every agent into a high performer.
Go from wasting hours on the right leads and wrong leads at the wrong time
to spending just minutes on the right leads at the right time.
Routine
Daily follow-ups start with Smart Lists.
Click on a smart list
Save your most important smart lists for one-click access to your highest value prospects
Click on the first lead in the list
Start at the top. Review previous conversations, notes, or details about what they're looking at on your website.
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Make notes
Take notes from your call or add important details about your leads and clients.
Move on to the next lead in the list
Just hit the advance arrow to go to the next priority prospect on your list.
TOTAL FLEXIBILITY
Turn anything you know about a lead into a Smart List. Yes, anything.
Dynamic filters let you segment your leads without any effort. Leads visited your site? Put them in a Smart List. Leads saved 3+ properties as favorites? Put them in a Smart List. Leads searched for properties between $500,000 and a million? Put them in a Smart List. Then work through your lists. Done.
Add a “daily” tag to new leads.
When you’re trying to qualify a lead, add a daily follow-up tag. Later, remove that tag in a click.
Filter out old leads for nurturing.
Sort leads older than 3 months, and tag them to follow up with them less often.
Sort by last communication date.
Filter leads by last date, and set up a Smart List that identifies which leads to follow up with each day.
SPEED & EFFICIENCY
Magically sort 100,000+ leads in a click. And find the buyers and sellers you need now.
Customize Smart Lists in Follow Up Boss to clean up your contacts. Set up a “New Leads” Smart List, into which any lead created less than 7 days ago is filtered. Set up a “High Value” Smart List for leads searching over $1M. Or create a new “Relationships” Smart List by combining tags: leads tagged Past Clients plus leads who were Last emailed more than 60 days ago.
- Use pre-built tags
- Add your own tags
- Filter by multiple points
- Segment 1000s at once
- Create countless lists
Filter by zip code + price tags.
See which leads might be interested in that new listing you’re about to put on the market.
Find nearly forgotten leads.
Sort leads by “calls fewer than three” to create a Smart List of leads that need a call.
Update your sellers on activity.
Create a Smart List to remind yourself to email Sellers who haven’t been emailed in 5 days.
STAY PRODUCTIVE
For robust tagging you can’t find anywhere else,
get Follow Up Boss, featuring Smart Lists.
When you start your free 14-day trial of Follow Up Boss, you’ll instantly get access to
- Everything inside Follow Up Boss
- Unlimited Smart Lists and master lists
- Pre-built tags and segments
- Custom tags and segments
- Exclusion-setting
- Segmentation and categorization across multiple data points / tags
- Unlimited lead sorting
- Ability to import databases of any size