Creating a Smart List

You can create a list of contacts in Follow Up Boss based on any criteria you like.

This list will be placed on the left hand side for easy one click access.

1. Select "New Smart List"

2. Enter a name for the list

Optionally choose to share the list with everyone else in the account and choose an icon.

3. Enter your desired criteria then click the + button on the right hand side to add extra criteria

In this case we are adding everyone Tagged "Seller" that has not being marked "Contacted" in the system.

4. Optional - click "Add another rule" to add a separate group to the list

This second groups rules are completely independent from the first groups. Both will be included in the list.

5. Optional - set how you would like the list to be sorted by default

6. Click "Save List"

Also see Using Smart Lists instead of Task Action Plans.