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How to Use Call Lists to Drive More Consistent Follow-Up and Close More Deals

Organize, prioritize, and automate your daily prospecting with Call Lists so you can focus on the right leads, have better conversations, and close more deals.

Quick Summary

Call Lists in Sierra let you work with your database efficiently. By pairing Call Lists with Smart Filters, you can quickly build targeted call campaigns, keep your team accountable, and make sure no hot lead falls through the cracks. Just connect your Dialer, filter your leads, create your list, and start dialing.

Why This Matters

It’s tough to stay disciplined with follow-up when your CRM is overflowing. Randomly scrolling through leads often leads to missed opportunities and mental fatigue. Call Lists solve this by giving you a clear, repeatable system to:

  • Focus on the highest-priority leads. For example, a team might build a Call List just for "Prime" buyers who recently viewed multiple listings, or for homeowners who opened a recent market update.

  • Keep everyone accountable. A Director of Ops can assign different agents or ISAs to specific lists, so they know exactly whom to call that day.

  • Work smarter, not harder. Instead of guessing, your team follows a pre-set list, which means less time deciding and more time connecting.

By using Call Lists with Smart Filters, you make sure every dial moves you toward closing more transactions and scaling your business.

Step-by-Step Instructions

1. Connect Your Dialer

Make sure your Sierra Dialer is enabled at the team or account level, and each user has connected individually. This is essential to start using Call Lists.

2. Use Smart Filters to Find Leads

Head to your Leads Dashboard and create or select Smart Filters that target the leads you want to call.
For example:

  • Use filters for "Prime" leads who have recently saved properties.

  • Or filter by tags like "Open House Visitor."

This ensures you’re always calling the right segment.

3. Create Your Call List

  • From the Manage Leads page, select the leads you want.

  • Click the Bulk Actions menu and choose Add to Call List.

  • You can also add leads one by one from their Lead Detail Page.

4. Reorder as Needed

Drag and drop leads into your preferred calling order. For example, you might put recent website sign-ups first so you can follow up while interest is still hot.

5. Start Calling

  • Choose to call through your browser or your connected phone.

  • Sierra will automatically move through the list, giving you a chance to review each lead’s details before dialing.

6. Log Every Call

After each conversation, log the outcome. This keeps your CRM clean, your pipeline clear, and makes it easier to follow up next time.

Best Practices

  • Always build your lists with Smart Filters so you’re not wasting time on cold or low-quality leads.

  • Match your script to the list. For example, you might use a valuation-focused script for homeowners who’ve viewed market updates versus a showing script for active buyers.

  • Block time on your calendar to work specific Call Lists—like “hot buyer list” on Tuesday mornings. This creates a dependable prospecting rhythm.

  • Log outcomes immediately to keep data fresh and avoid confusion later.

How This Helps Your Business

Using Call Lists transforms your prospecting into a system. You’ll:

✅ Generate more leads by consistently reaching out to the right people.
✅ Save hours every week by eliminating guesswork.
✅ Build trust with timely, relevant conversations.
✅ Keep your team organized and accountable.

In short, it turns Sierra into a true growth engine, helping you close more deals with less chaos.

Troubleshooting Common Issues

Skipped a lead?

  • No worries! Skipped leads automatically move to the end of your Call List so you can circle back.

Can’t reorder?

  • Make sure you’re editing an active Call List. You can drag and drop leads anytime before you start calling.

Not seeing the Dialer?

  • Double-check that the Dialer is enabled for your team and that your individual user account is connected.

FAQs

Q: Can I use Call Lists without Smart Filters?
A: Yes, but Smart Filters help you zero in on leads who are most likely to convert, making your lists far more effective.

Q: Will leads be removed from a Call List if they convert?
A: Not automatically. You’ll still want to manually manage your lists and statuses, updating as needed after calls.

Q: How many Call Lists can I have?
A: As many as you’d like. Many teams create separate lists for new website registrations, hot buyers, past clients, or open house visitors.