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

At Base, we like options. Therefore, within a Working List, you have the choice to view your Leads in an index view or a table view-- whatever is more aesthetically pleasing to you. 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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FILTERS

On the right hand side, you will see a list of filters. The filters allow you to focus on specific attributes of a Lead. For example, if you want to see all of the Leads that are located in a particular city you can add a field for city and filter based on a particular city.

 

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

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To remove a filter, expand a particular field and click ‘Clear Filter’ or remove all filters by clicking ‘Clear All’ in the top right hand corner.

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SORT

You can sort and organize your Working List by any field or filter that has been added. So to continue our example, you can filter on leads from a particular city, Mountain View, and then sort those leads by the last activity date either in ascending or descending order. Just click the green box with the arrow to switch between ascending and 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

  

Volia!