The common smart list recipes in this article link to relevant popular smart lists used by sales reps, sales teams, and sales managers. It includes the specific fields for you to add when you create the smart list. These smart lists allow you to gain greater insight into your contacts, leads, deals, and workflow.
This article covers the following areas:
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Smart list recipes for leads
These recipes create helpful smart lists that are specific to leads and are useful for sales reps to gain specific overviews of their leads, in addition to their engagement and communication with them.
| Smart list recipe | Reason for list | Smart list fields used |
| Active leads | Sales reps can see their current leads and sales team managers can filter on all active leads in an account. | Lead (name), Company, Status (unqualified), All Active (statuses), Ownership, Days Since Last Communication, Next Task, Email Address, Phone Number, Added On (date), State (location) |
| Leads that have not responded | Use this smart list to help maintain healthy communication with your leads. You can see all of the leads that have not responded to a sales rep or a sales team. | Lead (name), Company, Status > Working, Ownership, Days I'm Awaiting Lead Response, Next Task, Email Address, Phone Number, Added On |
| Recently added leads | As a sales rep, you can use this list to see all of the new leads assigned to you. | Lead (name), Added On (date) > Moving (date range) or Fixed (date range), Source, Status > New (leads), Ownership, Next Task, Email Address, Phone Number |
| Unqualified leads | Use this smart list to report the reason why the leads are unqualified and/or to enroll unqualified leads in engagement sequences. | Lead (name), Company, Status, Unqualified Reason, Ownership, Days Since Last Communication, Next Task |
| Lead visit tracking | As a sales rep, you can use this smart list to take action on recently visited/logged leads. | Lead (name), Ownership, Last Visit Date, Last Visit Outcome, Last Visit Owner, Last Visit Summary, Email Address, Phone Number |
| Scoring your leads and deals | Scoring leads helps you to focus on the opportunities that indicate the highest likelihood of a lead becoming qualified. | This is a filter that you can add to your leads smart lists. |
Smart list recipes for contacts
These recipes create helpful smart lists that are specific to contacts and are useful for sales reps to manage engagement with prospects.
| Smart list recipe | Reason for list | Smart list fields used |
| My company accounts | Allows you to report on the status of your company accounts. | Contact > Company (accounts), Ownership, Next Task, Days Since Last Communication, Prospect Status, Customer Status, Industry, State (location), Country, Zip Code |
| My contact list | You can create your own contact list so you can click to dial contacts or send emails in bulk. | Contact (name), Ownership, Days Since Last Communication, Next Task, Phone Number, Email Address, Company, Added On (date) |
Smart list recipes for deals
These recipes create helpful smart lists that are specific to deals and are useful for sales reps and sales managers.
| Smart list recipe | Reason for list | Smart list fields used |
| Deals closing this month | Sales reps or sales teams can report on how likely they are able to hit their target for the month. | Deal Name, Value, Win Likelihood, Estimated Close Date > This Month or This Quarter, Pipeline Stage > Ownership or Deal Score > Higher, Contact, Company, Days Since Last Communication, Next Task |
| My deal pipeline | You can report on the deals assigned to you, their value, and how likely it is that they'll close in the next month. | Deal Name, Value, Win Likelihood, Estimated Close Date, Pipeline Stage > All Active, Ownership, Contact, Company, Days Since Last Communication, Next Task |
| Viewing stagnant deals | You can understand why, and for how long, deals have been stagnant and can then can clean up your pipeline accordingly. | Deal name, Company, Value, Pipeline stage, Added on (date), Last Stage Change Date, Estimated Close Date, Ownership, Days Since Last Communication, Next Task |
| Scoring your leads and deals | Scoring deals helps you to focus on the deals with the highest win likelihood. | This is a filter that you can add to your deals smart lists. |