Smart Filters help you see past your forest of contacts to see the fruit trees that will feed your hungry databank!
To help simplify working your database with intention, we've added 12 default Smart Filters to every Brivity platform account! They are currently the first 12 Smart Filters in your CRM, any added by your team will by in alphabetical order.
Buyers with email and no Listing Alert
Has Market Report, no task, no outreach in 30 days
Hot leads (expect to buy or sell in 3 months)
LAST 30 DAYS: site visit last 30 days, no task/no contact by in the last 30 days
No Auto Plan
No Market Report: contacts with email and address
Past clients, no task, no outreach for 30 days
THIS WEEK: site visit this week with no task and no contact by agent
TODAY: site visit today with no task and no contact by agent
Watch/Nurture, no task, no contact for 30 days
We have added the actions and scripts to take with each of these lists of contacts here for you to use.