Daily Use of Brivity CRM
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      Default Smart Filters

      To help simplify working your database with intention, we've added 12 default Smart Filters to every Brivity platform account!

      They are:
      1. Buyers with email and no Listing Alert
      2. Has Market Report, no task, no outreach in 30 days
      3. Hot leads (expect buy or sell in 3 months)
      4. LAST 30 DAYS: site visit last 30 days, no task/no contact by agent last 30 days
      5. No Auto Plan
      6. No Market Report: contacts with email and address
      7. Overdue tasks
      8. Partial leads
      9. Past clients, no task, no outreach for 30 days
      10. THIS WEEK: site visit this week with no task and no contact by agent
      11. TODAY: site visit today with no task and no contact by agent
      12. Watch/Nurture, no task, no contact for 30 days

        They are currently the first 12 Smart Filters in your CRM, any added by your team will by in alphabetical order below

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