FUB Smart Lists Improvements

Smart List Improvements: We’re moving away from task-based reminders and moving to focus on Smart Lists. Your Smart Lists are now more intuitive with regards to your Stages. These lists are built to remind you to follow up with your clients based on their Stage and your last communication with them. We used the F/U frequency in the survey we sent out.

  • Hot = 1-2x per week
  • Warm = 2x per month
  • LT Nurture = Monthly
  • Super LT = Quarterly
  • SOI = Quarterly
  • Cold/Unresponsive = Quarterly

Snooze Feature: You can now “snooze” a contact from your Smart List by adding a “Snooze” tag.

KISS (Keep It Simple SmartLists): Focus your energy on keeping your stages up to date and snoozing clients you contacted outside of FUB.


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