Mastering Smart Lists in Agent CRM 📊 — Transcript

Full transcript

1. 0:00in this video we will be covering the
2. 0:02use of the smart list feature inside of
3. 0:05agent crm's contact Section use Smart
4. 0:08lists to filter between different types
5. 0:11of clients or contacts based on the
6. 0:14filters or criteria that you
7. 0:17set in this example you can see all no
8. 0:22contact and New Leads as the three
9. 0:25folders that I have access
10. 0:27to by default every account will start
11. 0:31with just all and more can be
12. 0:34added the recommendation that we have
13. 0:37for agent CRM is that new folders are
14. 0:40created based on the agent CRM branding
15. 0:43bundle disposition system please watch
16. 0:46the disposition or pipeline videos to
17. 0:49learn
18. 0:52more to add a smart list we're going to
19. 0:55click on more filters
20. 1:00on the right hand side the filters will
21. 1:03appear you can see that many different
22. 1:05criterias or categories of filters can
23. 1:08be
24. 1:10found
25. 1:14states workflows that they're present in
26. 1:17pipeline stages and many more options
27. 1:19can be found Additionally you can filter
28. 1:23through custom Fields such as policy
29. 1:26names or other filters that you've
30. 1:28created yourself
31. 1:31let's add a new smart list
32. 1:34together in this example we're going to
33. 1:36search
34. 1:37disposition seeing that we're using the
35. 1:39final expense disposition system as a
36. 1:44demo disposition
37. 1:46is appointment
38. 1:49booked on the bottom right I can hit
39. 1:52apply and you can see now that I have a
40. 1:55new filter currently with Zero Records
41. 1:59present
42. 2:00clicking save as smart
43. 2:03[Music]
44. 2:05list will allow me to Simply Shuffle
45. 2:09between different client folders to see
46. 2:12who are my new leads who are the people
47. 2:15that I've reached out
48. 2:16to or who are the people that have
49. 2:18currently booked
50. 2:20appointments as client book appointments
51. 2:22they will automatically through the
52. 2:24filters appear in this smart
53. 2:28list let's take a cont
54. 2:30as an
55. 2:31example through this test contact we're
56. 2:34going to switch them using the
57. 2:36disposition system to appointment
58. 2:41booked once I return to that smart
59. 2:44list and click appointment booked I now
60. 2:47have that contact where previously there
61. 2:50was
62. 2:52none you can click on the previous smart
63. 2:55lists and update the filters as needed
64. 2:58if you wish to add a additional
65. 3:00filters or optional filters click the
66. 3:04and or or and use them in different
67. 3:06combinations to filter for the exact
68. 3:09types of contacts that you're looking
69. 3:11for whether leads or clients in specific
70. 3:15States or specific ages there is no end
71. 3:19to the combinations that you can have as
72. 3:21you sort
73. 3:22through
74. 3:24age birth date and more take some time
75. 3:29to play around with the filters to find
76. 3:32the right settings so that you know
77. 3:34which segments of your audience you're
78. 3:35connecting
79. 3:40with next go to the manage smart lck
80. 3:44s in this section you can reorganize by
81. 3:49dragging and
82. 3:51dropping you can edit the
83. 3:55name and you can also share your smart
84. 3:58list by default every single user within
85. 4:01your account will have their own unique
86. 4:04smart lists if you wish for your team to
87. 4:07share access to the same filters and
88. 4:10categories simply Click Share with all
89. 4:13users or share with a specific user in
90. 4:16this case branding group agent is a user
91. 4:19that we've added for test
92. 4:21purposes click save to ensure that all
93. 4:24of your users on your account can access
94. 4:27the same filtering system that you've
95. 4:29now created
96. 4:32as you go through each smart list for
97. 4:35example new leads you have the ability
98. 4:37to select all and send text message or
99. 4:41email
100. 4:42blasts you can also bulk tag or perform
101. 4:46other actions to that specific segment
102. 4:48of your
103. 4:52audience as well if you click on a
104. 4:55specific contact in your list notice
105. 4:58that in the new leads smart list you
106. 5:00have five
107. 5:01records if you click on a specific
108. 5:03record you'll notice that you go into
109. 5:06the individual contact Section however
110. 5:09you'll notice that one of five are
111. 5:11selected and you can toggle back and
112. 5:14forth between all of the contacts in
113. 5:16that specific smart list only if you
114. 5:19wish to make targeted dialing campaigns
115. 5:21or review the interactions between you
116. 5:24and that smart list simply choose the
117. 5:26smart list choose a contact and cycle
118. 5:30back and forth using the directional
119. 5:37arrows please watch the dispositioning
120. 5:40video to understand if using the
121. 5:43disposition as a filter for your smart
122. 5:45list is the right choice for you