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Smart Contact Lists - Right upfront not hidden in saved filters.

very beneficial to agents - tells you who you need to be contacting and have them right up front. used this setup in Followupboss trial and it was awesome. it adjusts daily automatically within your parameters "last contact over 3 days" will populate a list named "contact 2x weekly" etc.

  • Guest
  • Apr 21 2020
  • Already exists
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  • Admin
    Steven Lopez commented
    28 Apr, 2020 04:41pm

    Hey Lions,

    You can set these Smart Lists using our Saved Filters. Once you set-up the conditions, the Saved Filters will remind you who and when to follow up with. You can display up to 10 Saved Filters in the Dashboard so they will be the first thing you see every time you log in. I added an article link below that will you show you how to set up your Saved Filters.

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