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Default Smart Filters in Your Account
Smart Filters help you see past your forest of contacts to see the fruit trees that will feed your hungry databank!
To help simplify working your database with intention, we've added 12 default Smart Filters to every Brivity platform account! They are currently the first 12 Smart Filters in your CRM, any added by your team will by in alphabetical order.
- Buyers with email and no Listing Alert
- Has Market Report, no task, no outreach in 30 days
- Hot leads (expect buy or sell in 3 months)
- LAST 30 DAYS: site visit last 30 days, no task/no contact by agent last 30 days
- No Auto Plan
- No Market Report: contacts with email and address
- Overdue tasks
- Partial leads
- Past clients, no task, no outreach for 30 days
- THIS WEEK: site visit this week with no task and no contact by agent
- TODAY: site visit today with no task and no contact by agent
- Watch/Nurture, no task, no contact for 30 days