aNinja Smartlist multiple queries

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With aNinja Smartlist multiple queries, you can group leads from your CRM the way that fits your daily routine. This is a task that you do once and that executes when needed.

For example, how helpful is it for a salesperson to know, on daily basis, the new leads that he has not yet contacted!

So, a Smartlist brings him this data, and he can kick off the day with no additional tasks.

Basically, you can create a Smartlist with one or multiple queries.

As a matter of fact, multiple queries behave the same, as if you executed each query separately.

Samples aNinja Smartlist multiple queries

  • Leads with Boston address AND that sent in emails on a specific date:
    • address.state=”MA” AND address.city=”Boston” AND email.incoming.date=”2021-02-27″

  • Any contact name starting with “Jo”:
    • contact.name=”Jo*”

  • Emails that were created between 2 dates:
    • email.date >= “2021-02-21” AND email.date <= “2021-03-01”

  • Leads with tasks that are not done AND have custom field source set to “Facebook”:
    • task.count.not_done >= 1 AND Custom.Source=”Facebook”

  • Leads created after April 2nd 2021:
    • lead.created >= “2021-04-02”

  • All Leads that are not in a workflow:
    • search.leads.not_in_workflow=true

  • Not in workflow AND not a customer (custom field)
    • search.leads.not_in_workflow=true AND Custom.isCustomer!=yes

Accessing more query examples

To see more query examples, just click the button pointing arrow in the search field.

 

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