Smart Lists are dynamic, filter-based views of your lead database. They allow users to segment leads based on specific criteria without manually sorting or updating lists.
What Smart Lists Do:
Automatically update as new contacts match the filter criteria.
Help target specific groups for marketing, automation, or manual outreach.
Can be saved and reused across workflows, campaigns, or reporting.
Examples of Smart List Filters:
Leads with the tag “New Lead”
Leads who haven't been contacted in 7 days
Leads with an appointment scheduled this week
All patients who submitted a form on a specific landing page
How to Create them in you BiteBot Account:
Go to Leads > Smart Lists, then:
Set filters based on fields like status, last activity, tags, pipeline stage, etc.
Click “Save as Smart List” to reuse it later.
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