Leads Smart List

Smart Lists are your secret weapon to unlocking productivity! Looking at all of the leads that exist in your Base account can be overwhelming, which is why we have introduced Smart Lists for Leads. Smart Lists allow you to sort, filter, and save specific lists of Leads that are relevant to you.

 

NOTE: You'll need to be on the latest version of Base's iOS and Android apps to use Smart Lists on mobile.

 

WORKING LIST

When clicking on the lead icon on the top navigation panel, you will be brought to your Working List. Your Working List is a list of all leads available within your Base account-  that you have permission to see.

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LIST VIEW VS. TABLE VIEW

Within a Working List or Smart List you have the choice to view your Leads in an Index View or a Table View, pick your preference. To toggle between the two different views, click on the icons in the right hand corner. 

NOTE: Whatever fields and filters you add in the list view will be saved and brought over as you toggle to a table view, and vice-a-versa.

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SMART LISTS

Create a custom, dynamic report of your Leads by adding fields of your choice. Once you have a list you want to reference later on, create a name for your Smart List and save!

 

FILTERING

Adding fields to your list will allow you to filter and focus on specific attributes of a Lead. For example, if you want to see all of the Leads that are located in a particular area, add one of the address fields to filter by such as Zip code, City, or State. 

Add a Field to your list by selecting the "+ Field" option located on the right - find below: +field option in Table View

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To remove a field, expand the filter and click ‘Remove Field’.

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To clear an applied filter, expand a particular field by clicking it's funnel icon and select ‘Clear Filter’. To clear all applied filters in your list select ‘Clear All’ in the top right hand corner.

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SORT

You can sort and organize your Lists by any field or filter that has been added. For example, you can add the Last Activity Date filter and sort your list to see Leads you haven't had activity with in a while. Just click the green box with the arrow to sort in ascending or descending order.

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SAVE A SMART LIST

If you have honed in on a great list that you want to access again in the future:

  1. Click ‘Save as Smart List’
  2. Rename the Smart List
  3. Click into your Working Center to view all previously saved Smart Lists

  saveLeadSmartList.png

Volia!