Smart Lists - All Features

Smart Lists

Target smarter. Convert faster.

What Smart Lists Can Do

Stop broadcasting to everyone. Start reaching the right leads with precision filters and instant action.

Multi-Criteria Filtering

Combine lead status, source, territory, deal size, and activity-based rules into a single named segment.

Advanced Activity Filters

Surface leads not contacted in 7 days, with no activity in a date range, or based on activity count instantly.

One-Click Actions

From any Smart List result, launch a Power Dialer session, send a bulk WhatsApp campaign, create a batch, or export to CSV.

Automation Triggers

Attach automation rules to a list so leads matching the filter are auto-assigned, messaged, and status-updated without manual work.

Public and Private Lists

Share lists team-wide for coordinated outreach, or keep personal lists private for individual workflow management.

Territory-Aware Results

Smart Lists respect each user assigned territory so reps only see leads that are actually theirs to work.

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How It Works

Four steps to your first intelligent lead segment.

1. Name Your List

Give the segment a descriptive name your team will recognize like Marina High-Value Leads or Uncontacted This Week.

2. Add Criteria

Stack filters for status, lead source, territory, activity type, deal size, and time-based rules. Basic or advanced your choice.

3. Set Sort Order

Choose which field to sort by and direction so your most important leads always surface at the top.

4. Save and Share

Make the list public for team-wide use or keep it private. The list stays live and results update automatically as leads change.