How to Use Buyer Lead Workflow Smart Filters in Your Sierra CRM
Quickly prioritize buyer leads with Smart Filters, so you can follow up with the hottest prospects first and move more clients toward closing.
Quick Summary
Smart Filters make it easy to quickly pull up leads who meet specific criteria. When you use them alongside Sierra’s Buyer Lead Workflow, they become your daily command center, showing you exactly which buyers to focus on so you can move deals forward faster.
Why This Matters
Even with great automated follow-ups, it is easy to overlook the leads who are ready to take the next step today. Smart Filters solve this by giving you an instant view of who is most engaged, who has shared buying details, and who needs a personal call or text.
For example, a team in Florida uses the BUY - 90 DAYS filter each morning to pull leads planning to buy soon, so they can prioritize scheduling showings. Meanwhile, they use Active 1 or Clicked 3 Listing Alerts to see which leads are showing strong early interest and keep them engaged.
By using Smart Filters daily, you make sure no motivated buyer slips through, so your team focuses its effort where it pays off most.
Step-by-Step Instructions
1. Use Smart Filters to Find Priority Leads
- Navigate to your Leads Dashboard and click through the provided Smart Filters.
- These include:
🟢 Timeline Filters
Filter |
What It Shows |
BUY - ASAP |
Leads who said they want to buy immediately. |
BUY - 90 DAYS |
Leads planning to purchase within the next three months. |
BUY - THIS YEAR |
Leads who want to buy this year. |
BUY - NEXT YEAR |
Leads with a longer timeline, planning for next year. |
🟡 Engagement Filters
Filter |
What It Shows |
Clicked 3 Listing Alerts |
Leads actively browsing listings. |
Single Property View 5x+ |
Leads who viewed the same property multiple times, signaling serious interest. |
Returned to Site (21 Days or More) |
Leads who came back after being away for three weeks, indicating renewed interest. |
🔵 LPMAMA Filters
Filter |
What It Shows |
Active 1 |
Leads who have shared at least one LPMAMA detail, like price or location. |
Active 2 |
Leads who have shared two pieces of LPMAMA data, showing they are getting more serious. |
LPMAMA |
Leads who have provided all key buying criteria (Location, Price, Motivation, Agent, Mortgage, Appointment). |
2. Take Action Based on Each Filter
- Call or text hot leads: Use BUY - ASAP and Clicked 3 Listing Alerts to prioritize phone calls or texts.
- Email long-term nurtures: Use Active 1 or Returned to Site to send tailored emails that keep these buyers engaged.
- Stay organized: After you follow up, tag leads appropriately and archive the conversation so your dashboard stays clean.
Best Practices
- Make this your daily routine. Many top teams start every day by running these Smart Filters, making a few key calls, or sending personalized texts before tackling anything else.
- Combine filters for sharper focus. For example, use Active 2 plus BUY - 90 DAYS to zero in on serious buyers planning to purchase soon.
- Keep your tags updated. The power of Smart Filters relies on accurate tagging, so continue to tag leads as they provide details.
How This Helps Your Business
When you combine Smart Filters with the Buyer Lead Workflow, you turn your CRM into an active sales engine. This means your team spends less time chasing unqualified leads and more time talking to buyers who are ready to move. It leads to higher conversion rates, stronger relationships with clients, and more deals closed with less manual effort.
Next Step
Tomorrow morning, try running your BUY - ASAP and Active 2 filters first thing. Make two or three quick calls and watch how consistent follow-up turns into faster closings.
Troubleshooting Common Issues
Issue |
What to Check |
Leads missing from filters. |
Leads drop out of certain filters if there is no contact for over 30 days. Make sure you follow up consistently. |
Filters seem empty. |
Check your tags. Smart Filters depend on tags from lead replies (like [Response: Price Met]), so keep tagging leads promptly. |
Not sure how to create a custom filter. |
Contact your Sierra Success Manager for help designing Smart Filters tailored to your market. |
FAQs
Q: Can individual agents see these filters?
A: They can once the Primary Manager sets them up. Individual agents may need to import the Smart Filters into their view.
Q: Do these filters update automatically?
A: Yes. As tags and lead activity change, leads will automatically move in and out of the filters.
A: No. These filters and the Buyer Lead Workflow are specifically designed for buyers.