Keeping your contacts organized is essential for efficient client management and effective marketing. Agent CRM provides a powerful filtering system that allows you to segment and save lists based on specific criteria. This guide will show you how to filter contacts and create lists to streamline your workflow.
Why Use Filters and Lists?
Filters and lists in Agent CRM help you:
- Target Specific Groups: Segment contacts by tags, campaigns, or assignments to tailor your outreach.
- Stay Organized: Save time by quickly finding the contacts you need.
- Improve Campaign Efficiency: Ensure the right messages reach the right people.
Step-by-Step Guide to Filtering Contacts and Creating Lists
-
Access the Contacts Screen:
- Navigate to the Contacts section in your Agent CRM dashboard.
-
Apply Filters:
- Click on More Filters at the top of the page.
- Select the type of filter you want to use, such as:
- Tags: Filter by categories like “Leads,” “Clients,” or “Prospects.”
- Active Campaigns: Identify contacts currently in specific campaigns.
- Assignments: Find contacts assigned to specific team members.
-
Create and Save Your List:
- Click the Plus button after applying your filters.
- Name your list (e.g., “Medicare Prospects”) and click Save.
-
Access Your Saved Lists:
- Saved lists are accessible in the Contacts section, making it easy to revisit and manage segmented groups.
Practical Use Cases for Filtering and Lists
- Marketing Campaigns: Use tags to filter contacts for specific campaigns, such as “Life Insurance Leads.”
- Client Follow-Ups: Filter contacts in ongoing campaigns to track their engagement and progress.
- Team Collaboration: Assign contacts to team members and use filters to monitor their lists.
Pro Tips for Maximizing Filters and Lists
- Combine Filters: Layer multiple filters (e.g., tags + campaigns) for more precise targeting.
- Keep Lists Updated: Regularly review and update your filters to reflect the latest data.
Bonus Resource: Watch and Learn
For a step-by-step walkthrough, watch this video:
