The Magic Lists explained

Time to hear what the fuss is all about! Don’t miss the magic.

So you’re all logged in, but what are you looking at? When you first log in you’ll be able to see which lists you have access to – this all depends on your user role.

My leads list (aka the Magic List)

This is where the magic happens, hence why we call it the Magic List. We know it’s cheesy but we’re sticking with it.


The “My leads” and “All leads” lists will only show you deals coming up for expiry in the next 6 months.

Whereas the Urgent list will only show you deals in the next 4 months.

However, the system is still communicating with your clients in the background, the list tool is just to show you who’s coming up for expiry.

This way you’re making sure you’re grabbing every opportunity to make sure you’re front-of-mind for the entire backbook.

How do the lists work?

The Lists evolve as they learn from you and your clients. On day 1, the list is sorted by expiry. With the name closest to expiry up top.

Call requests or reminders will always float clients to the top of your list, so you can get in touch to talk as soon as possible. As clients start to engage with the emails and their online web application they’ll be automatically prioritised so you know who to call next.

Clicking on each client name will take you to their client records. This is where you can see all this relevant product and contact information, and client records

Do lists sort by expiry?

Thelist is already sorted by time to expiry. But remember, it sorts by engagement and leads that you can action.

It will always push a client to the top when they request a call. Plus, clients who create an account within 4 months of expiry will sit higher in your list too – that’s the magic.

Check out this video to see the Magic List in action.

Next Up: The Client Records

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