Summer of Innovation Spotlight: Smart Lists and Views

Mheanne Celis
Posted by Mheanne Celis
Updated on
|
Published in Products

Get ready to transform the way you use REW CRM! In our latest Summer of Innovation webinar, our Customer Success Manager, Sammi Ho, revealed how to harness the full potential of REW CRM's Smart Lists and Views. With these features, you can cut through the clutter and get exactly what you need, right when you need it. Smart Lists and Views is not just about managing contacts—it's about reimagining your workflow and boosting your productivity. 

Master Smart Lists and Views

With REW CRM's Smart Lists, you're organizing your leads while crafting a personalized experience tailored to your unique workflow. Imagine a dashboard where the exact information you need is always within reach. Smart Lists make this possible by allowing you to create customized lists that align perfectly with your strategy.

Need to track new leads that came in today, monitor the last active leads, or focus on leads from PPC campaigns? Smart Lists let you filter and sort your data with pinpoint accuracy. By leveraging multiple filters, you can narrow down your information to exactly what you need, creating lists that are specific to your requirements and needs.

On the other hand, REW CRM's Views offer another layer of customization by allowing you to adjust the columns of data displayed on the Leads' main page. This feature gives you control over what you see and how you see it. Whether you want to focus on call numbers, email interactions, text messages, lead status, or any other data points, Views lets you tailor your view to highlight the most relevant information. 

Sample Smart Lists and Views that can be created on REW CRM.

The Power of Smart Lists and Views

Smart Lists and Views are designed to optimize every aspect of your lead management. Explore their benefits and see how these tools can transform your real estate business:

  • Organization: Smart Lists and Views help neatly categorize and structure data, making it easier to navigate and access specific information. This organized system reduces confusion, allowing for a more streamlined workflow.
  • Accountability: By setting up specific Smart Lists and Views, team members can easily track their responsibilities and progress, such as the number of calls made and the lead status.
  • Efficiency and Time Savings: These features streamline workflows by providing quick access to relevant data, saving users time searching or categorizing information manually.
  • Enhanced Data Insights: Segmenting data into Smart Lists and customizable Views helps users gain deeper insights into specific segments, identifying trends and making data-driven decisions.
  • Improved Communication and Targeting: Smart Lists enable precise targeting by allowing users to group leads based on different deal stages. This facilitates more tailored and timely communication, enhancing engagement and efficiency.
  • Streamlined Task Management: Smart Lists can be used to organize tasks and follow-ups, helping prioritize daily activities and ensuring important tasks are not overlooked.

Missed the webinar? No problem! Visit REW Academy for the replay and discover how Smart Lists and Views can benefit you and your team.

Setting up Smart Lists using multiple lead filters.

Don't Miss This Deal!

Don't miss out on the chance to get the latest version of REW CRM at a fantastic rate! As part of our Summer of Innovation promo, we're offering the first 10 hours of upgrades for just $100 per hour—covering most of your upgrade needs. Additional upgrade time or new custom work is available at a discounted rate of $150 per hour. This is a limited-time offer designed to help you make the most of our new features and enhancements. Contact us today to get started and make the most of these incredible savings!

Explore Automation!

Ready to take your CRM knowledge to the next level? On August 6th, join us for an exciting Summer of Innovation webinar with our Business Analyst, Rebecca Warn! She'll reveal the new automation features of REW CRM that will streamline your processes. This is your chance to see automation in action and learn how to harness its full potential. Register now and get ahead of the curve!

Join Rebecca Warn on August 6th and explore REW CRM's new automation features.

Smart Lists and Views FAQ

How do Smart Lists benefit my workflow?

They help you filter and sort data accurately, creating customized lists that align with your strategy. This leads to better organization, more efficient communication, and enhanced data insights.

How can Views improve my CRM experience?

Views provide a personalized way to see and manage your data, allowing you to focus on the most relevant information. This enhances productivity by making it easier to navigate and understand your lead data.

How can I take advantage of the Summer of Innovation promo?

Contact us or your Account Managar today to get started.

When is the next Summer of Innovation webinar, and what will it cover?

Join us on August 6th for a webinar with our Business Analyst, Rebecca Warn, who will explore the automation features of REW CRM. Register now!

Real Estate Webmasters serves cookies to analyze traffic to this site. Information about your use of our site is shared with Real Estate Webmasters for that purpose.
See Details