Click to Call: Smart Lists

In addition to your current smart list, we recommend setting up the following smart lists to filter your Click to Call leads.

Setting Up These Smart Lists

These smart lists are filtered based on the Click to Call tags. Below are the smart list names and tags you will use to set up each list. 

Click to Call- All Leads

Tags: YLOPO_FB_C2C 

Click to Call- Hot Leads

Tags: YLOPO_FB_C2

ISA_TRANSFER_UNSUCCESSFUL

ISA_TRANSFER_SUCCESSFUL

Click to Call-Cold Leads

Tags: YLOPO_FB_C2C

ABANDON

CALLER_DISCONNECT

DECLINED_BY_REALTOR

GHOST_CALL

JOBS_NOT_SERVED

NO_RESPONSE_FROM_CALLER

NON_ENGLISH_CALLER

NOT_INTERESTED

RENTAL

SPAM_SALES, SYSTEM_ERROR

TEST_CALL

WRONG_NUMBER

Note: If you started before March and want to see all your Click to Call leads, you need to add the tag: FB_CLICK_TO_CALL.

How to setup Smart Lists in your CRM

Start by adding a Filter with the tag for the smart list you want to add. For our example, we used Click to Call- All Leads, so we filtered by the tag YLOPO_FB_C2C.

Once all the filters are applied, select the New List option indicated by the plus sign at the top right. A window will pop up to name and save the list. If you have a team, there will be the option to share the list with them. 

For assistance with filtering leads and adding smart lists in other CRMs, see the articles below:

Chime

Firepoint

Old Liondesk 

New Liondesk

Sierra

How To Work These Smart Lists

Click to Call- All Leads: In this view, you can see all your Click to Call leads in one place. 

Click to Call- Hot Leads:  These leads have already been qualified by our call center. For unsuccessful tagged leads the transfer was unsuccessful at the time of the leads outreach. Contact these leads immediately since they expressed an interest and attempted contact. Although successful leads were transferred, it is important to maintain contact and follow up. 

Click to Call- Cold Leads: These leads do not require follow-up. We have disqualified these leads based on one of the marked dispositions. 

Last Updated: 05/9/2022 Colleen M.