What Smart List is Right for You

Smart Lists are something that is ever-evolving based on your needs. It is good to start with a basic setup and update based on your changes and those of the market. We have several Smart Lists available for set up as Smart Lists are not one size fits all.

Ylopo Smart List

This setup is an excellent introduction to working with Smart List. This filters the leads by the Ylopo tags, showing you the leads ready for outreach. This setup is the best choice for anyone first learning the Ylopo platform along with their CRM. Once you have conquered using Ylopo Smart Lists, you can move on to another setup or modify this to add stages and additional filters.

Barry Jenkins Smart List

This setup is for more advanced users familiar with their CRM. You may request these Smart Lists and stages added from Follow Up Boss. We recommend taking the Masterclass to learn how to use this setup.

Gabe Cordova's Smart List

Similarly, Gabe's setup is available to add by Follow Up Boss as well. It is for the more advanced user and requires a higher understanding of your CRM. Here is more information on these stages and Smart Lists.

Michael Renicks Stages and Smart List

The Seven for Seven is developed to focus on leads active on your home search site that have not received recent outreach through a phone call, text, or email.

Matt Croteau's ISA Workflow here

Matt Croteau's Stages, Tags, and Ponds here