✨ New Smart List Collections: Structure your team’s workflow for better follow-up
If your team relies on Smart Lists to stay on top of leads, you know how quickly things can get messy. The more lists you create, the harder it gets to find the right ones, keep workflows consistent, and make sure agents are following the best process.
Now, there’s a better way. Smart List Collections let you organize related Smart Lists together, structure your team’s workflow, and make lead management a whole lot easier.
A cleaner, more organized People page
This update isn’t just about Smart List Collections. It’s an overall improvement to the design and layout of the People page.
- More streamlined Smart List navigation: Smart Lists are now easier to scan, organize, and access.
- Less clutter, more focus: The updated layout reduces visual noise, helping make it faster to find the leads and lists you need.
- Better team workflows: Whether you're working from your own Smart List Collections or following assigned lists, the new design keeps everything structured and easy to use.
These updates help make it easier for agents to focus on what matters: Working leads and building relationships, without getting lost in a sea of lists.
And for account owners and admins, there’s a new Power-Up that lets you assign Smart List Collections to your team, ensuring everyone follows a structured, consistent workflow.
Keep your Smart Lists organized
Instead of seeing all your Smart Lists spread across the top of the People tab, you can now group them into collections that make sense for your team. That means less scrolling, less confusion, and a cleaner way to work.
- Want to follow up with your contacts based on your desired goal? Create a Smart List Collection titled “Earn Business” for new leads, “Find & Win the One” for active clients, and “Prospect” for contacts you are nurturing.
- Need to share Smart List Collections with your team based on their role? Create specific collections for each role on your team: Buyer Agent, Seller Agents, Zillow Agent, ISA, etc.
Assign Smart List Collections to your team with the new Power-Up
By default, Smart List Collections are personal, meaning every user can create and manage their own collections. But with the “Assign Smart List Collections” Power-Up, account owners and admins on Pro and Platform plans can assign collections to their team, ensuring a structured workflow that agents can’t modify.
- Keep your team aligned: Assigned Collections appear at the top of the Smart List navigation menu, making it easy for agents to find and follow the right workflow.
- Standardize your process: Team members can’t edit or remove assigned Collections, so their Smart Lists stay organized exactly how you want them.
- Make onboarding easier: New agents immediately have access to a clear, structured set of Smart Lists, so they can start working leads efficiently from day one.
Smart List Collections give you more control over how your team works leads, with less hand holding. No more hunting for the right list. Everything is exactly where it should be.
Add more context to Smart Lists
Smart Lists are powerful, but until now, they haven’t been great at telling agents why a list exists or how to use it. That’s changing with Smart List descriptions.
Now, you can add rich text descriptions to any Smart List, with:
- Instructions on how to work the list
- Links to scripts, playbooks, or team guidelines
- Bullet points, formatting and emoji support to keep things clear
Descriptions appear right at the top of the list, so agents always have the right context while they’re working. No more guessing or asking around – just clear, in-the-moment guidance.
Available now on desktop (full mobile support coming soon!)
Smart List Collections are live in your account today on desktop, and full mobile support is coming soon.
Please note: When we launched Smart List Collections, we discovered a small bug in the mobile release of this feature. Depending on your FUB mobile app version, you may see your Smart List Collections today, but the sort order of each Collection and Smart List may not match the desktop view exactly. We're working on a fix and will have it resolved ASAP.
Here's a quick sneak peek above showing how Smart List Collections display in the iPhone app. On desktop, you can head to the People tab, click Manage Smart Lists, and start organizing.
If you’re an account owner or admin, you can activate the “Assign Smart List Collections” Power-Up to assign Collections to your team and standardize workflows across your business.
Let us know what you think. We’d love your feedback as we keep improving Smart Lists to help you work your leads more efficiently.
