Introduction
Client Lists allow you to save frequently used groups of clients for quick reference, targeted campaigns, and additional opportunities for your team.
Instead of rebuilding the same filters every time, you can create and save Client Lists based on specific criteria, making it easier to find, manage, and communicate with the right clients.
Client Lists can also be added to your Opportunities Board, allowing your team to create additional workflows beyond your automated Pipelines.
Understanding the Client Lists Tab
Navigate to Workspace > Client Lists to access your saved Client Lists.
If you're just getting started, this section may be empty until lists are created or shared with your location.
Once lists are available, you'll see information such as:
List Name: The name of the saved Client List.
Clients: The number of clients currently matching the list criteria.
Owner: Whether the list was created at the brand, multi-unit, or individual location level.
Last Updated: When the list was last updated.
You can also use the dropdown options to narrow your view:
Made by Me
Made by My Team
Shared With Us
Clicking on any Client List allows you to view the clients who currently match its criteria.
From within the list, you can search for individual clients, adjust view settings, sort information, and export the list.
Creating a New Client List
To create a list:
Navigate to Workspace > Client Lists.
Click Create New List in the top-right corner.
Choose from the available pre-built templates or select Start From Scratch.
Review or customize the filtering conditions.
Click Next to continue.
Enter a name for your list and an optional description.
Review the list details and visibility options.
Choose whether to add the list to your Opportunities Board.
Click Save List.
Your saved list will now be available for future reference.
Using Prebuilt Templates & Custom Filters
When creating a new list, SalesRevv provides several prebuilt templates to help you get started.
For example, you may want to identify clients who purchased an intro offer but never purchased a regular package.
Selecting this template will automatically populate the relevant filtering conditions.
In the next step, you'll see:
The conditions currently applied to the list.
A preview of the clients who match those conditions.
The option to add additional conditions to narrow the list further.
If the existing conditions already match what you're looking for, you can simply click Next.
You can also start from scratch to create a completely customized list using SalesRevv's filtering options.
For a more detailed explanation of filtering, reference the separate Client Filtering training.
Naming & Saving Your List
Once your conditions are set, you'll be able to finalize your Client List.
From this screen, you can:
Give your list a recognizable name.
Add an optional description explaining its purpose.
Review which clients currently match the criteria.
Review who can access the list.
Choose whether to display the list on your Opportunities Board.
SalesRevv will also show where your saved list can be accessed throughout the platform.
Where Can You Use Client Lists?
Saved Client Lists can be used in several areas of SalesRevv.
Client Lists: Quickly access frequently referenced groups of clients without rebuilding filters.
Campaigns: Select saved Client Lists when creating targeted SMS or email campaigns.
Opportunities Board: Add Client Lists as additional opportunity sections for your team to review and act on.
For example, you could create a list of clients with birthdays this month and add it to your Opportunities Board, giving your staff a dedicated place to manage birthday outreach.
Pro Tip: Think of Client Lists as your frequently used client searches. If you find yourself regularly looking for the same group of people, save those criteria as a Client List so you can access them whenever you need them.