We’ve just released a small update to lists: you can now build an empty list in Batchbook. But why would you want to do this?
Preparation, my friend, preparation.
Batchbook lists are fantastic. They update automatically and help you stay on top of important touch points, such as which new leads need a call today, which long time customers haven’t visited in awhile, who’s coming to your next event, which customers are waiting for a quote, and lots more.
Things you want to keep track of in the future
When you’re first setting up your Batchbook account, you probably have ideas about what you want to keep track off. If you need to see all the contacts who meet X criteria, a list is what you’ll need. But, you might not have contacts that match those criteria yet. Before now, you had to wait until you had at least one contact who met a search criteria before you could build your list. Not any more.
For example, maybe you’re bringing on a new sales rep, and you’d like to keep a list of all the contacts that rep adds to Batchbook. Well, they haven’t added any yet, but that’s no problem.
Just add a list like you normally would. For this list, you’ll look for any contacts created by the new sales rep. It will bring back 0 results, but you can now save it as a list so that it’ll be ready to collect that first contact.
Examples for future lists
Here are a few ideas for helpful lists you can build today:
- Customers who have been with us for a year
- Members whose renewal date is coming up in the next 30 days
- Leads who have not responded to a proposal
- Donors who donated 12 months ago
We’ve also made advanced search faster by removing an unnecessary step. Now you can view search results, build lists, export, or jump over to a contact in less time.
Hope you like the update!