Follow Up Boss Smart Lists

Smart Lists Overview

Smart Lists are like saved searches of your database, highlighting the contacts you need to follow up with. Use filters to find people based on pipeline stage, website activity, last communication and so much more, and then save your search as a smart list. With smart lists, you’ll never miss an opportunity, and you’ll be in front of the right people at the right time. 

How Smart Lists work

How to set up a Smart List

1. Go to the People tab

2. Filter your list to find who you are looking for (i.e. stage = past client, last call was more than 90 days ago). More on how filters work here.

3. Click "save list" in the upper right-hand corner to name your list and choose who has access to it.

4. To view an existing list’s saved criteria, click on the name of the list and click filters on the right-hand side of the page.