Maybe you are a fan of a more traditional approach when it comes to managing your real estate leads. No worries! We got you. If you prefer the old-school charm of a static list over a dynamic Smart List, here's how to transform your Smart Lists into static lists.
Smart lists in DealMachine are designed to dynamically update by adding leads that meet your criteria and excluding those that don't. This ensures your lead management is always current and accurate.
A static list, on the other hand, serves as a snapshot of a moment in time. Once converted, it does not automatically update, allowing you to preserve the list exactly as it was when it was created or converted.
This feature is particularly beneficial when you need to maintain an unchanging record of leads for specific purposes or analysis.
Step 1. Start by heading over to Leads.
Step 2. Click Open Lists.
Step 3. Select the specific list that you'd like to turn into a static list.
Step 4. Click the three dots beside the title of the list.
Step 5. Click View List.
Step 6. Click "Convert to Static List" and click "Really convert to Static List?".
That's it! The List Type should say "Static List" and a date when the list was converted to a static list will show below it.
To summarize: Smart lists automatically update based on your criteria, while static lists remain unchanged after conversion. This process ensures your lists align with your specific needs at a given time.
By freezing a list in its current state, static lists allow you to maintain accuracy and provide clarity regarding historical lead data.
Hope that helps! If you have other questions or need further assistance, please head over to the Help & Support option in your account.
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