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How to Use Lead Accelerator Smart Filters to Drive More Deals and Accountability

Turn Smart Filters into daily call plans, fuel your pipeline, and see exactly how they impact your Agent Leaderboard.

Quick Summary

Use Sierra’s Lead Accelerator Smart Filters to build focused call lists that your team can tackle every day. As they make calls and set appointments, the results automatically feed into your Agent Leaderboard, giving you real-time visibility into what’s driving contracts and closings.

Why This Matters

Many real estate teams struggle with inconsistent prospecting. One agent might be dialing constantly but calling the wrong leads, while another waits too long to follow up. Without a system, it’s easy for opportunities to slip through the cracks.

By combining Sierra’s Lead Accelerator Smart Filters with your Agent Leaderboard, you solve this problem. You create a repeatable, high-impact workflow that keeps everyone focused on leads most likely to move forward and holds the team accountable by tracking calls, conversations, and contracts in one place.

For example, if an agent’s contracts are written down this month, you can assign them the Hot Buyers Now filter so they spend their calls on prospects most ready to tour and write offers. A team leader who notices a slowdown in new appointments might have the team work the Fresh Sign-Ups or Listing Curiosity filters to quickly spark activity.

Step-by-Step Instructions

1. Open a Lead Accelerator Smart Filter

From your Sierra Leads Dashboard, click on a Smart Filter like Hot Buyers Now, Fresh Sign-Ups, or Revisit & Refer. These filters instantly identify leads showing strong buying signals or needing follow-up.

Example: On Mondays, pull up the Fresh Sign-Ups filter to prioritize new site registrations who are expecting a quick response.

2. Create a Call List

Select all leads returned by the Smart Filter. Then use the Bulk Actions menu to add them to a Call List. This helps your agents see exactly who to contact, avoiding wasted time guessing.

3. Start Calling

Have your team open the Call List and use Sierra’s built-in Dialer to work through it. This keeps everyone focused on the highest priority leads for the day.

Pro Tip: Encourage agents to use simple scripts tied to the filter, for example, “I saw you’ve been looking at homes around [Neighborhood]. Is there a time this week to take a look in person?”

4. Log Outcomes

After each call, log the result right away. Mark whether it was a conversation, a voicemail, or if you set an appointment. This data flows directly into the Agent Leaderboard.

5. Review the Agent Leaderboard

Throughout the week, check your Agent Leaderboard to see how calls, conversations, appointments, and contracts are tracking. This gives you a live snapshot of who’s driving business and where you might need to jump in and coach.

Best Practices

Plan your week around Smart Filters. For example, use Mondays for Fresh Sign-Ups with a speed-to-lead focus, Wednesdays for Listing Curiosity nurtures, and Fridays for Revisit & Refer to engage past clients or sphere.

Celebrate success. In team huddles, pull up the Agent Leaderboard to highlight how targeted call sessions are turning into contracts.

Have agents share stories of wins from these filters. This keeps motivation and buy-in high.

How This Helps Your Business

By aligning your call efforts with Smart Filters and tracking it all through the Agent Leaderboard, you build a scalable system that:

  • Fills your pipeline consistently so you’re not stuck with feast-or-famine months

  • Drives more appointments and offers because your agents are calling the right people at the right time

  • Strengthens team culture and accountability since everyone can see how their work directly impacts results

This is how Sierra helps turn your website and CRM into a true lead generation and conversion engine.

Troubleshooting Common Issues

  • If you’re not seeing leads in a Smart Filter, double-check your filter criteria. You might need to widen price ranges or last activity windows.

  • If calls are not logging to the Leaderboard, make sure agents are completing call outcome fields right after the call.

  • If your Leaderboard is not updating, refresh the dashboard or check the date ranges to confirm you’re viewing the right period.

FAQs

Q: Can we create our own Smart Filters?
A: Yes. You can customize filters based on criteria like last site visit, tags, price range, and more to match your team’s goals.

Q: Will using the Dialer automatically log calls?
A: Yes, as long as agents complete the outcome step after the call, it records to the Leaderboard.

Q: Can I export the Agent Leaderboard?
A: Absolutely. Download reports to share in meetings or one-on-ones.