Once your sales automation software is set up with the steps covered in the Initial Account Setup & User Onboarding section of the Help Center, you will want to begin enhancing your People, Company, and/or Deal Lists in a way that is easy to navigate and organize for your business and its needs.
As with any software, things are easier to navigate once you understand the basic flow of the platform. This article will cover the basic flow, functions, and abilities of the List Pages specifically. There will be a lot of crossovers between the 3 Lists, but there will also be some differences, so I have added some articles as well to highlight the differences and/or additional features present on the Companies and Deals List pages.
This article will cover everything you need to successfully manage your lists within the Uptics Sales Automation Software, with the rest of this article covering some basic definitions and distinguishments you will want to be aware of before proceeding.
Accessing the People, Company, and Deals Lists
The steps below will cover how to access your People and Company Lists, however, the steps are the same for Deals (just simply swap out Contacts for Deal in Step 2).
While logged into Uptics, begin by clicking on the Records Icon on the left menu navigation bar.
Next, proceed to the Contacts tab across the top and choose from either your People or Companies list pages.
What are the List Pages?
Let's start by broadly defining Lists as the people People, Companies, or Deals you are prospecting, currently servicing/selling to, or in negotiations with. Look at the List Pages as your basic CRM functionality.
While on the list pages you can generally perform the following actions:
Perform bulk actions by using the checklists off to the left.
Run filters to segment your leads into buckets and/or identify prospects who are engaging in your outreach, and save these filters as a SmartList.
Click into any record to view the properties and history associated with that record (i.e. email history, call history, notes, logs, sequences enrolled in, etc.), view associations, edit subscriptions, write one-on-one email and SMS messages, create tasks, etc...
To further define, let's distinguish the difference between the 3 Lists in Uptics:
People List - A list of all individual people contacts you have added to your sales automation software. These contacts could be anyone from individuals you are currently prospecting or current/former clients. All individual contacts, regardless of Lead Status, Lead Type, or Lead Source, will show up under your People List. People can be created manually, imported via file, or auto-created through our Zapier Integration.
Companies List - A list of all individual companies you have added to your sales automation software. These companies could be any company you are currently prospecting, to current or former clients/buyers. All companies, regardless of Lead Status, Lead Type, or Lead Source, will show up under your Companies List. Companies are created and added automatically to your Companies List using the email domain from any People Record creation function you perform, but can also be added manually or imported via file.
Deals List - A list of all sales deals you have in the pipeline, have previously lost, or have previously won. These deals can be as basic, or as extensive, as you'd like. All deals, regardless of Deal Stage, Deal Type, or Deal Source, will show up under your Deals List. Deals can be created manually from either a specific Person or Company record under the lists or via the '+Quick Add' button from any page. Deals can also be created automatically using our Zapier Integration using a variety of filters and parameters.
SmartLists (Saved Filters)
On top of your 3 Lists in the Sales Automation Software, you have the ability to make and use endless SmartLists, or Saved Filters, to further organize and drive automation amongst the prospects present in your People, Companies, and Deals Lists.
SmartLists can be defined as a dynamic filtered list based on specific criteria you define. The opportunities are endless with SmartLists and they are a powerful trigger for the automation that takes place within Uptics Sales Automation Software. For example, you can drive Sequence Enrollment, Task Management, and Communication functions based on a prospect being present (or not present) in a specific SmartList.
There are 4 types of SmartLists within the platform, each of which will react in a different way in regard to your sales automation.
Static Lists - Static Lists are locked upon creation and defined by the initial criteria you set in the filter for that SmartList, at that specific point in time. These lists do not change or update automatically and stay "static" with the list that was present upon creation, and no Person, Company, or Deal will automatically enter or exit the list. Contacts can, however, be manually added or removed from static lists.
Enter Lists - Enter Lists are created with the initial criteria you set in the filter for that SmartList. These lists will have People, Companies, or Deals automatically enter the list if they meet the criteria you have defined for that SmartList, however, they will not exit the list if any specific Person, Company, or Deal properties change for a record that is present in that list.
Exit Lists - Exit Lists are created with the initial criteria you set in the filter for that SmartList. These lists will have People, Companies, or Deals automatically exit the list if one or more of the property filter(s) you have defined for that SmartList changes for a specific record (i.e. individual person, company, or deal), however, prospects will not enter the list after the initial list creation if they meet the criteria you have defined for that SmartList.
Active Lists - Active Lists are automatically updated based on the criteria you set in the filter for that SmartList. People, Companies, or Deals will enter the Active List when they meet the criteria you defined in the filter, and similarly will exit the list if they no longer meet the criteria you defined in the filter. Active lists ensure the list you are targeting stays updated with the pre-determined filters you choose.
Click here to get more information on SmartLists and how to incorporate them into your software!