🚀 What Smart Lists Are (and Why They Matter)
Contact folders… let’s talk about it.
In Agent CRM, Smart Lists are the “contact folders” that help you organize:
- Who is a lead
- Who is a client
- Who is no contact
- Who is a recruit
- and any other category you want to manage
This feature matters for two reasons:
✅ It keeps your contacts organized as your database grows
✅ It helps you reach the right people at the right time—especially when you’re doing call blocks
Because once you have hundreds (or thousands) of contacts, the real problem isn’t “do I have leads?”
The real problem becomes:
How do I work the right leads efficiently without making a mess?
Smart Lists solve that.
📍 Where to Find Smart Lists (Contacts)
Go to your Contacts section.
At the top, you’ll usually see All Contacts.
But if Smart Lists have been created, you’ll also see list names like:
- New Leads
- No Contact
- Clients
- Recruits
- (and more)
When you click one of these, you’re not just “sorting.”
You’re viewing a dynamic folder that only shows the exact type of contacts you want to work on.
📞 Why Agents Love Smart Lists for Dialing Sessions
Here’s the practical win:
If you click into a Smart List like Clients, you can call through that list one by one.
When you open a contact, you’ll see something like:
1 of 8
That means you can work through a list in sequence without losing your place.
This is how you turn calling into a repeatable system:
- open the list
- start at contact 1
- make the call
- log the outcome
- click Next
- repeat
No hunting.
No “who do I call now?”
No wasted time.
⚡ Bulk Actions: Email, Text, Tags, Campaigns (From the List)
Smart Lists also make outreach faster.
From a Smart List you can:
✅ Select all contacts
✅ Send an email blast
✅ Send a mass text (if numbers are valid)
✅ Add tags (which can trigger automations)
✅ Add people to campaigns/workflows
So Smart Lists aren’t just “folders.”
They’re action-ready segments.
🧠 The Most Important Detail: Smart Lists Are Dynamic
This is where Smart Lists become powerful.
Smart Lists are not static.
They update automatically based on filters.
So as leads move through your pipeline—if the right filters are set—your lists update without you manually moving people around.
Example:
- A lead becomes “No Contact”
- Or a lead becomes “Client”
- Or a disposition changes
- Or a tag gets added/removed
If your Smart List filters are built around those values, the contact will automatically appear in the correct list.
That prevents the “rats nest” problem where you don’t know who’s who and you accidentally message the wrong people about the wrong product.
🛠️ How to Create a Smart List From Scratch
Inside Contacts, click:
✅ Add Smart List
A filter panel will open on the right.
You can filter by a ton of criteria, including:
- state
- age
- date of birth range
- tags
- custom fields
- and more
Best practice from the training:
Start simple—use Branning Bundle dispositions as your foundation.
Example: Final Expense “No Contact” List
- Add filter
- Search “Final Expense”
- Choose Disposition
- Set disposition to No Contact
- Name the list: FEX No Contact
- Click Save / Create
Now you have a calling list of Final Expense leads you attempted but didn’t reach yet.
✅ Save the Filter to Create the List
Once you create the filter and save it, the new Smart List appears in your list menu.
Now you can:
- call through it
- text it
- email it
- tag it
- enroll it in automations
All from one organized view.
🔀 AND Filters vs OR Filters (Quick Explanation)
When you add multiple filters, you can choose:
AND Filters
Contacts must meet all conditions.
Example:
Final Expense AND No Contact AND State = Texas
OR Filters
Contacts can meet one of several conditions.
Example:
Final Expense AND (State = Texas OR State = Florida)
This matters when you want to build lists for:
- multiple states
- multiple product lines
- multiple lead sources
- multi-condition calling blocks
🧭 Manage Smart Lists: Reorder, Share, Clone
From the top right, you can click:
✅ Manage Smart Lists
Here you can:
Reorder Lists
Drag and drop to change the order.
Put your most important list at the top (example: New Leads).
Share Lists With Team Members
Smart Lists are user-specific by default.
If you want other team members to use the same lists, click Share and select:
- one specific user
- or everyone on the account
Clone and Modify Lists
If you want similar lists (example: by state), clone the list and add additional filters.
This makes scaling your organization easy without rebuilding lists from scratch.
🔄 Real Example: Lists Update Automatically When Dispositions Change
One of the coolest moments in the training is when a lead’s disposition was changed to “No Contact.”
Two things happened:
✅ It triggered follow-up messaging
✅ It automatically moved the lead into the “No Contact” Smart List (because the filter matched)
This is the whole point:
You don’t manually move contacts between folders.
You change the data (disposition/tag/field), and Smart Lists reflect reality automatically.
🎯 Final Reminder: Set Up Your Key Lists Early
Smart Lists are one of the most important organization tools inside Agent CRM.
If you set them up early, your system stays clean as you grow.
If you skip this step, your contacts eventually become a mess—and dialing becomes frustrating.
After watching the training, take a moment to set up a few key Smart Lists like:
- New Leads
- No Contact
- Clients
- Recruits
- Product-specific calling lists (Final Expense, Medicare, ACA, etc.)
A little setup now saves you a lot of cleanup later.
🔗 Need Help? Here Are Your Next Steps
If you want help cleaning up workflow overlap, fixing message issues, or tightening your automations, here are the best links to use:
