Smart Lists – Your Daily Workflow

1 min

Core Smart Lists

Smart Lists are your daily command center. They automatically update based on lead activity and timing — no guesswork needed.

Core Smart Lists:

• Important – High-intent Zillow leads
• Needs Contact – New leads, no reply yet
• Met/Appt Set – No contact in 6+ days
• Nurture Soon – Transaction likely in <90 days
• Nurture Later – Long-term prospects
• Past Clients – Follow up quarterly
• Consider ZHL – Ready for Zillow Home Loans handoff

Daily Use

1. Start with “Important”
2. Open contact profile
3. Call, text, or email
4. Update stage
5. Move to the next list

Want to narrow your list? Use Filters and click “Save as Smart List” (e.g., “Hot Buyers - Zip 98103”)