How to Best Use Stages and Smart Lists

Feel like you're not leveraging Stages and Smart Lists fully? These two elements of the system help you find the right people to contact at the right times.
Join Steve Neri and Lee Adkins for Office Hours and get ready to deep dive into best practices Stages and Smart Lists! Learn how the Follow Up Boss system can help increase your ROI.
You'll learn:
- What Stages we recommend and how to define them
- How Stages can power Smart Lists
- How to leverage Smart Lists instead of tasks
Audience: The session is open to all users, but only owner-level users can change and edit Stages

[@BrandonDoyle.]

I'd like it to include bulk email as having communicated, or option to add that you saw them in person

[@rightpricerealestategroup2227]

Can you make a list for people never contacted (maybe fell through the cracks)

[@FollowUpBoss]

Yes you can make a smart list based on last communication