The Contacted page can grow long fast. The filters and sort options turn it from a wall of names into a focused work list.
Stage Tabs
The tabs across the top filter by stage:
- All - everyone on Contacted.
- No Reply - sent, awaiting reply.
- Interested - replied positive.
- Not Interested - replied negative.
- Inactive - bounced or unsubscribed.
Tab counts show how many clients are in each stage. Click any tab to filter.
Type Filter
Separate from stage, there's a type filter that lets you narrow to refinance or renewal contacts only. Useful if you only want to work one channel today.
Sort Options
Default sort is Last Contacted descending (most recent activity first). You can sort by:
- Last Contacted - chronological work.
- Name - alphabetical.
- Stage - group by stage.
Click any column header to sort.
Useful Recipes
Work today's hottest leads:
- Tab to Interested.
- Sort by Last Contacted desc.
- Reply to the freshest replies first.
Re-engage stalled refinance candidates:
- Tab to No Reply.
- Filter type to Refinance.
- Sort by Last Contacted asc (oldest first).
- Work the top - these are folks past their day-21 follow-up.
Audit your Not Interested list:
- Tab to Not Interested.
- Sort by Last Contacted desc.
- Quick scan for any misclassifications and override stages where needed.
What To Do Next
- Stage definitions: Contacted Stages Explained.
- Fix a misclassified stage: Updating A Client's Status Manually.