Tutorials / Getting value
Getting value . 3 min read
Pull a list of exactly the people you want
Searching one name at a time is fine until somebody asks "who are all the leads from last month that we never called back". For that you want a saved list. You build it once from filters, and it keeps itself current: people drop in and out of it automatically as their details change.
Build one
- Go to Contacts, then Smart Lists.
- Click + Add smart list.
- Pick a filter from the dropdown on the right, fill in the detail it asks for, and click Apply.
- To narrow it further, choose AND and add another filter. Keep going until the list is what you want.
- Click Create at the bottom to save it.
The part people miss
This is a live list, not a snapshot. If you build "leads with no appointment booked", somebody who books tomorrow disappears from it by themselves. You never maintain it.
Three worth building on day one: people who enquired but never booked, clients you have not spoken to in 90 days, and everyone from a single source such as your website. Those three answer most questions you will be asked in a week.
Filters that are actually useful
- Tags, for anything you mark by hand.
- Source, to separate website enquiries from referrals and campaigns.
- Pipeline stage, to see everyone sitting at one step of your process.
- Engagement, such as whether they opened a recent email.
You can also choose which columns the list shows, so a call list can show phone numbers instead of email addresses.