Organizing your CRM and You: Smart Lists & Stages

What are Smart Lists?

Smart Lists are the saved filters in your CRM used to identify the group of leads that require attention. Create your Smart list by using filters and sorting. These can be created based on multiple filters; some suggestions include tags, stages, last outreach, etc. These automatically refresh and the best practice is to work on your lists daily. The order of priority for Smart lists can be different based on personal preference and how you set up your stages.

What are Stages?

Stages group contacts together in buckets to quickly identify the leads. These can be assigned based on different factors, including urgency, the client's phase, and timeframe. Commonly used stages are hot, warm, and cold.

Why do we organize our CRMs?

Maximize and do the best with your CRM. Get the full potential from your leads with all your CRM has available. For example, organize your columns to view the lead's activity, such as created, last activity, or last communication. Simple steps help you optimize your time and manage your daily workflow.

DIfferent CRMs use different verbiage:

Smart Lists

Follow Up Boss- Smart List

Lion Desk- Saved Filters

Sierra- Smart filter

Fire Point- need to save filters as Bookmarks in your internet browser

Boomtown- Smart Segment

Lofty (formerly Chime)- Saved filter

Cinc- Saved Filters

Stages

Follow Up Boss -Stages

Liondesk- Hotness Levels

Sierra- Status

Firepoint- Status

Boomtown- Category

Lofty (formerly Chime)- Opportunities

Cinc- Pipeline