In Sell, you can create and use smart lists in many different constructions to best suit your workflow and reporting requirements. Smart lists are helpful for staying on top of your communication, organizing your workload, and for gaining insight into different aspects of your workflow. For managers, smart lists are also helpful for gaining a total overview of the work and workflow of their team.
This article covers the following topic:
Related articles:
Smart list fields
Use this reference table to better understand the choice of fields you can add to your smart lists, and how to combine certain fields for specific outcomes (such as reporting, cleaning up sales pipelines, or taking bulk actions).
Admins can add and customize fields so they are more relevant for the workflow of the sales reps and the information requirements of the company. For example adding a customized field for Deal Score under (Deal property) would allow sales reps to enter the numerical value assigned to a deal to reflect the potential for closing the deal and to give insight sales predictions for the team. Other examples for customizing different types of fields might include: Deal Type, Opted Out (of email sequence), Products, Source, YouTube, Bandcamp, Instagram, Mobile Type (Android/iPhone), Email Effectiveness.
The smart fields reference table in this article lists and explains all of the fields that you can include when creating a smart list for contacts, leads, and deals - including the property type of the field (in parentheses).
| Name of field | Applies to | Description |
| Actionable | Leads, Contacts, Deals | (Lead, Contact, or Deal property) The number of overdue tasks or unread emails associated with that lead, contact, or deal. |
| Added On | Leads, Contacts, Deals | (Lead, Contact, or Deal property) Date when an object such as a lead, contact, or deal was created. |
| Billing City | Contacts | (Contact property) The city in the billing address of the person or company contact. |
| Billing Country | Contacts | (Contact property) The country in the billing address of the person or company contact. |
| Billing State | Contacts | (Contact property) The state, county, province, or region in the billing address of the person or company contact. |
| Billing Street | Contacts | (Contact property) The street name and number in the billing address of the person or company contact. |
| Billing Zip Code | Contacts | (Contact property) The zip or area code in the billing address of the person or company contact. |
| City | Leads, Contacts | (Lead or Contact property) The city where the person or company contact is based. |
| Close Date | Deals | (Deal property) The date when a deal is moved to one of the closed stages. |
| Collaborators | Leads, Contacts, Deals | (Lead, Contact, or Deal property) The people collaborating on the deal. |
| Company | Leads, Contacts, Deals | (Lead, Contact, or Deal property) The name of the company where a person contact is employed or the name of the company for a company contact. |
| Company Address | Leads | (Lead property) The street or postal address for the company. |
| Company City | Leads | (Lead property) The city where the company is based. |
| Company Country | Leads | (Lead property) The country where the company is based. |
| Company Description | Leads | (Lead property) A free text field to describe the company (for example, size, focus, industry) |
| Company Email | Leads | (Lead property) The email address of the company contact. |
| Company Facebook | Leads | (Lead property) The Facebook URL for the company. |
| Company LinkedIn | Leads | (Lead property) The LinkedIn URL for the company. |
| Company Phone | Leads | (Lead property) The phone number of the company contact. |
| Company Region | Leads | (Lead property) The area of the company (for example, EMEA, APAC, AMER). |
| Company Twitter | Leads | (Lead property) The X (formerly Twitter) URL for the company. |
| Company Website | Leads | (Lead property) The website URL of the company. |
| Company Zip | Leads | (Lead property) The area code or zip code for the company's street or postal address. |
| Completed Sequences | Leads, Contacts | (Communication) The sequences of actions that have been completed in engaging a contact, or prospect |
| Contact | Deals | (Communication) Person or Company (for example accounts). |
| Country | Leads, Contacts | (Lead or Contact property) The country where the person or company contact is based. |
| Currency | Deals | (Deal property) The currency the deal is being conducted in. |
| Current MRR | Contacts | (Contact property) The current monthly recurring revenue or subscription generated. |
| Customer Status | Contacts | (Contact property) The state of a customer relating to a deal. The states include: Current customer (the deal associated with the customer has been won), Past customer (a previous customer or one you've not worked with for a while), Non customer (no deals are associated with the contact). |
| Days Awaiting My Response | Leads, Contacts, Deals | (Communication) The number of days that a person or company contact, or a lead has been waiting for you to reply to their last email, text, or phone call. |
| Days I'm Awaiting Lead/Contact Response | Leads, Contacts, Deals | (Communication) The number of days that you've been waiting for a person or company contact, or lead to reply to the last email, text, or phone call that you sent them. |
| Days Since Last Communication | Leads, Contacts, Deals | (Communication) The number of days that have passed since either you, the person or company contact, or lead exchanged any communication (for example an email, a text, or a phone call). |
| Description | Leads, Contacts | (Lead or Contact property) A free text field to describe the object (a lead, contact, or deal). |
| Email address | Leads, Contacts | (Lead or Contact property) The email address of a person or company contact. |
| Estimated Close Date | Deals | (Deal property) The date that you expect the deal to be closed (you can choose for example, This Month or This Quarter). |
| Leads, Contacts | (Lead or Contact property) The URL of the Facebook account of a person or company contact. | |
| Fax number | Leads, Contacts | (Lead or Contact property) The fax number of a person or company contact. |
| Hot | Deals | (Deal property) A deal marked as Hot is an important deal. |
| Import ID | Leads, Contacts, Deals | (Lead, Contact, or Deal property) Used with the import feature when importing leads, contacts, and deals (each import has its own ID). |
| Industry | Leads, Contacts | (Lead or Contact property) The industry that the person contact is working in or the company contact is associated with (for example, transport, IT, environmental research, green energy). |
| Last Activity Date | Leads, Contacts, Deals | (Lead, Contact, or Deal property) The last date that any of
these actions occurred:
Note: This field doesn't update when you create tasks or
create, edit, or tag objects.
|
| Last Stage Change Date | Deals | (Deal property) The date that the deal was moved to its current stage in the pipeline. |
| Last Visit Date | Leads, Contacts, Deals | (Lead, Contact, or Deal property) The date the lead, prospect, or contact was last visited by a sales rep. |
| Last Visit Owner | Leads, Contacts, Deals | (Lead, Contact, or Deal property) The sales rep that logged the last visit to a contact, prospect, or lead. |
| Last Visit Outcome | Leads, Contacts, Deals | (Lead, Contact, or Deal property) The outcome that was logged from the Visit Outcome menu by the sales rep from their last visit. |
| Last Visit Summary | Leads, Contacts, Deals | (Lead, Contact, or Deal property) The notes that the sales rep added when they logged their last visit to a lead, prospect, or contact. |
| Leads, Contacts | (Lead or Contact property) The URL of the LinkedIn account of a person or company contact. | |
| Loss Reason | Deals | (Deal property) The reason why the deal was not won. |
| My Calls Without Lead/Contact Response | Leads, Contacts, Deals | (Communication) The number of phone calls you've made to a lead or contact without any response. |
| My Emails Without Lead/Contact Response | Leads, Contacts, Deals | (Communication) The number of emails you've sent to a lead or contact without any response. |
| My Last Incoming Call | Leads, Contacts, Deals | (Communication) The date of the last phone call you received from the contact or lead. |
| My Last Incoming Email | Leads, Contacts, Deals | (Communication) The date of the last email you received from the contact or lead. |
| My Last Incoming Text | Leads, Contacts, Deals | (Communication) The date of the last text you received from the contact or lead. |
| My Last Outgoing Call | Leads, Contacts, Deals | (Communication) The date of the last phone call you sent to the contact or lead. |
| My Last Outgoing Email | Leads, Contacts, Deals | (Communication) The date of the last email you sent to the contact or lead. |
| My Last Outgoing Text | Leads, Contacts, Deals | (Communication) The date of the last text you sent to the contact or lead. |
| My Texts Without Lead/Contact Response | Leads, Contacts, Deals | (Communication) The number of texts you've sent to a lead or contact without any response. |
| Name | Leads, Contacts | (Lead or Contact property) The name of the person or company contact. |
| Next Email | Leads, Contacts | (Lead or Contact property) The date when the next email in a sequence will be sent. |
| Next Task | Leads, Contacts, Deals | (Lead, Contact, or Deal property) Information about the next due task in a sequence of engagement events (such as sending an email), including the type of task, when it's due, and who it's assigned to. |
| Ongoing Sequences | Leads, Contacts | (Communication) Sequences of tasks (such as sending emails) that have started but haven’t finished yet. |
| Ownership | Leads, Contacts, Deals | (Lead, Contact, or Deal property) The person who is responsible for the contact, lead, or deal. |
| Parent Company | Contacts | (Contact property) The parent company of a person or company contact. |
| Person | Contacts | (Contact property) The name of the contact (who is a person, not a company). |
| Phone number | Leads, Contacts | (Lead or Contact property) The phone number of the person or company contact. |
| Pipeline Stage | Deals | (Deal property) The current stage in the deal process. |
| Primary Contact City | Deals | (Deal property) The city in the address of the person or company contact of the deal. |
| Primary Contact Country | Deals | (Deal property) The country in the address of the person or company contact of the deal. |
| Primary Contact State | Deals | (Deal property) The state, county, province, or region in the address of the person or company contact of the deal. |
| Primary Contact Street | Deals | (Deal property) The street address of the person or company contact of the deal. |
| Primary Contact Zip Code | Deals | (Deal property) The area code or zip code of the person or company contact of the deal. |
| Prospect Status | Contacts | (Contact property) The state of a prospect relating to a deal, statuses include: Current prospect (the prospect is associated with the deal), Lost prospect (the deal relating to the prospect was changed or lost), or Non prospect (there are no deals associated with the contact). |
| Renewal Date | Deals | (Deal property) The date the next MRR or subscription will begin. |
| Shipping City | Contacts | (Contact property) The city of a person or company contact for items to be sent to. |
| Shipping Country | Contacts | (Contact property) The country of a person or company contact for items to be sent to. |
| Shipping State | Contacts | (Contact property) The state, county, province, or region of a person or company contact for items to be sent to. |
| Shipping Street | Contacts | (Contact property) The street address of a person or company contact for items to be sent to. |
| Shipping Zip Code | Contacts | (Contact property) The zip or area code of a person or company contact. for items to be sent to. |
| Skype | Leads, Contacts | (Lead or Contact property) The Skype account of a person or company contact. |
| State | Leads, Contacts | (Lead or Contact property) The state, county, province, or region in the address of a person or company contact. |
| Status | Leads, Deals | (Lead or Deal property) Indicates what stage the deal is at in the sales pipeline. |
| Street | Leads, Contacts | (Lead or Contact property) The street address of a person or company contact. |
| Subscription end date | Contacts | (Contact property) The date the current subscription or MRR of a person or company ends. |
| Tags | Leads, Contacts, Deals | (Lead, Contact, or Deal property) You can add tags to contacts, leads, and deals. |
| Title | Leads, Contacts | (Lead or Contact property) For example, CEO, Manager, Sales rep, Receptionist. |
| Leads, Contacts | (Lead or Contact property) The X (formerly Twitter) URL of a person or company contact. | |
| Unqualified Reason | Leads, Deals | (Lead or Deal property) The reason why the deal is still unqualified. |
| Upcoming MRR | Contacts | (Contact property) The upcoming monthly recurring revenue or subscription that will be generated in the next billing period. |
| Value | Deals | (Deal property) The numerical value of the deal in a given currency. |
| Views of My Last Email | Leads, Contacts, Deals | (Communication) Number of times a contact or lead opened an email that you sent. |
| Website | Leads, Contacts | (Lead or Contact property) The URL of the website of a person or company contact. |
| Win Likelihood | Deals | (Deal property) The probability of the deal being won. |
| Zip Code | Leads, Contacts | (Lead or Contact property) The area code or zip code for the address of a person or company contact. |