In this video, I demonstrate how to create smart lists for contact management based on specific criteria like tags and pipeline stages. By filtering contacts that are ready and offerable, users can efficiently organize and save lists for various purposes such as outreach or cold calling. The process involves selecting filters, applying them, and saving the refined list as a smart list.
The objective of this video is to show users how to of this SOP is to create smart lists for contacts that are ready in OfferBolt in order to group them together for specific actions such as reaching out or cold calling, list stacking, or simply because you forgot to make a smartlist when you uploaded the contacts originally.
Creating Smart Lists in OfferBolt
Purpose of Smart Lists
A Smartlist is like having all of your contacts from a particular list or lists in one folder so that it's easily accessible when you need it
Can use Smartlist to store lists that you "list stacked", a particular list, or a certain pipeline stage
Smart lists are the most efficient way to retrieve a set of contacts
Accessing Filters
Click on "More Filters" in OfferBolt
Options to filter by pipeline stage or tags, or any other item listed
Filtering Contacts
Choose pipeline stage or specific tags to filter contacts or any other field listed on the filter list
Apply filters to see contacts that meet the criteria
Saving as Smart List
Click on "Save as Smart List" after filtering contacts
Name the smart list for easy reference
Example Use Cases
Stack a list with multiple motivation criteria (e.g., tax lien, vacant, out of state owner)
Create a pipeline list for outreach or cold calling
Filter contacts based on tags for specific actions
Additional Tips
Tag contacts when uploading for easy filtering
Use tags to quickly access lists uploaded on specific dates
Consider tagging contacts by list type for efficient filtering
Conclusion
Smart lists in OfferBolt help organize contacts for targeted actions
Utilize filters and tags to create customized lists for various purposes
To see how to create a smart list when uploading contacts click here