Skip to content
  • There are no suggestions because the search field is empty.

What Are Lead Accelerator Smart Filters?

Quickly find your hottest leads, have more meaningful conversations, and maximize conversion efficiency with Sierra Interactive's Smart Filters.

Quick Summary

Lead Accelerator Smart Filters are your fastest path to a more productive pipeline. These pre-built filters help you and your team instantly identify the best lead opportunities, create targeted call lists, and stop wasting time on guesswork. Use them daily to focus on leads who are most likely to transact.

Not a Sierra Interactive client? Schedule a demo to view these in action.

Table of Contents

  1. Why This Matters

  2. Understanding the Five Core Smart Filters

  3. How to Access and Use Smart Filters

  4. Measuring Team Performance

  5. Troubleshooting and FAQs

Why This Matters

Without a clear system, even top agents can waste hours figuring out who to call next. The hottest buyers can slip through the cracks, and past clients might forget your name.

The Lead Accelerator Smart Filters solve this by giving you prebuilt, high-impact filters that:

✅ Identify leads most likely to convert
✅ Turn website activity into appointments
✅ Keep you top of mind with your past clients and sphere

back to top

Understanding the Five Core Smart Filters 

When you enroll in Sierra Success Hub, (Sierra Interactive’s accelerator platform) these five core Smart Filters are set up in your Sierra CRM for you. Here’s what each one does:

Filter

Who It Finds

Why Use It

Hot Buyers Now

Leads who saved properties, requested info, or scheduled showings in the last 7 days.

Catch the most active buyers ready to see homes.

Fresh Sign-Ups

Leads who registered on your site in the last 3 days, with no calls logged.

Call new website visitors before they start looking elsewhere.

Listing Curiosity

Leads who opened your last market update email but haven’t talked to an agent in 30 days.

Start listing conversations that lead to home valuation requests.

Click to Call

Leads who clicked a property from an E-alert in the last 5 days.

Strike while interest is high and book showings fast.

Revisit & Refer

Past clients or SOI not contacted in 90 days.

Reignite relationships and ask for referrals.
                                                                                                                                                     back to top

How to Access and Use Smart Filters

Ready to get started? Submit a Support Ticket and request access to the Sierra Success Hub assets, including the Lead Accelerator Smart Filters.

Note: The Sierra Dialer must be enabled on your account.

  • Launch a Daily "Power Hour" Don't just use filters randomly. Dedicate the first hour of every day to working through the "Hot Buyers Now" and "Fresh Sign-Ups" filters. This ensures your team always prioritizes speed-to-lead and engages with the most active prospects first.
  • Maximize Your Ad Spend ROI If you're running paid ad campaigns, the "Fresh Sign-Ups" filter is crucial. Use it to track and engage new leads immediately, ensuring your advertising budget translates directly into meaningful conversations and appointments.
  • Fuel Your Seller Pipeline Once a month, dedicate a call session to the "Listing Curiosity" and "Revisit & Refer" filters. These lists are a goldmine for generating listing appointments and referral business. Follow up with Market Updates - and use local stats or recent sales to spark listing conversations.
  • Pair Smart Filters with Action Plans After calls, add leads to appropriate follow-up Action Plans so your system continues working even when you’re not.

➡️ Related Article: How Do I Filter Leads in Sierra’s CRM Using Advanced Search and Smart Filters? 

back to top

Measuring Team Performance

Once your agents are consistently using Smart Filters to create daily call lists, the next step is to track their performance and build a culture of accountability. The Sierra Interactive Agent Leaderboard provides a real-time view of the activities that lead directly to closings. By connecting daily tasks to measurable outcomes, you can motivate your team, foster friendly competition, and drive more revenue.

➡️ Related Article: How to Use Lead Accelerator Smart Filters to Drive More Deals and Accountability

                                                                                                                                                     back to top

Troubleshooting Common Issues

Issue

How to Fix

Don’t see the Smart Filters?

Make sure you’re enrolled in Sierra Success Hub. If you’re unsure, submit a Support Ticket.

Filters show too few leads?

Broaden your timeline or check your site traffic. Consider running more paid ads or improving your SEO to generate more activity.

Agents not using filters?

Build them into your daily workflow. Set “power hour” sessions where everyone focuses on a specific filter.

FAQs

Q: Can I customize lead accelerator smart filters?
A: Yes. Once they are in your account, you can edit the existing rules or even clone them to create new, personalized Smart Filters that match your team's specific strategies.

Q: How are Smart Filters different from Saved Searches or Lead Lists?
A: Smart Filters are dynamic and update automatically based on real-time lead behaviors (like opening an email or saving a property). A Saved Search is typically more static and based on lead or property criteria that you define manually.

Q: Will these Smart Filters work if my agents mostly use the Sierra mobile app?
A: Yes. These Smart Filters can be accessed from your mobile CRM, helping agents prioritize leads on the go.

back to top