Smart List Condition Reference

This is the complete reference for every available Smart List condition. For each field, you'll find the data type, supported operators, and example values.

How Conditions Work

Each condition targets one field on a client or their banking system. Conditions are combined with And (all conditions must match) or Or (any condition must match). You can group conditions to create complex logic.

See Building Your First Smart List for step-by-step instructions on combining conditions.

Client Identity Conditions

| Field | Type | Operators | Example Values | |-------|------|-----------|----------------| | Name | Text | Contains, Is, Starts With, Is Empty | "Smith", "J" | | Email | Text | Contains, Is, Ends With, Is Empty | "@gmail.com", "john@" | | Client Type | Select | Is, Is Not | Connected, Seated | | Tags | List | Contains Any, Contains All, Does Not Contain | "annual-review", "high-value" | | Assigned To | Select | Is, Is Not, Is Empty | Team member name, "Unassigned" | | Created Date | Date | Before, After, Within Last X Days, More Than X Days Ago | 90 (days), specific date |

Pipeline Stage Conditions

| Field | Type | Operators | Notes | |-------|------|-----------|-------| | Pipeline Stage | Select | Is, Is Not, Contains Any | Initial Contact, Discovery, Proposal, Application, Active, Won, Lost | | Days in Current Stage | Number | Greater Than, Less Than, Between | Calendar days since last stage transition |

Example: "Days in Current Stage is Greater Than 14 AND Pipeline Stage is Discovery" — prospects sitting in Discovery for over two weeks with no stage movement.

Engagement Conditions

| Field | Type | Operators | Notes | |-------|------|-----------|-------| | Engagement Score | Number | Greater Than, Less Than, Between | 0–100 scale | | Engagement Band | Select | Is, Is Not | Active (75–100), Moderate (40–74), Low (10–39), Inactive (0–9) | | Last Login Date | Date | Before, After, Within Last X Days, More Than X Days Ago | Client's most recent platform login | | Days Since Last Activity | Number | Greater Than, Less Than, Between | Based on any recorded activity event |

Example: "Engagement Band is Low AND Last Login Date is More Than 30 Days Ago" — clients who have been disengaged for at least a month.

Policy Conditions

| Field | Type | Operators | Notes | |-------|------|-----------|-------| | Policy Count | Number | Greater Than, Less Than, Is, Between | Total active policies recorded | | Has Any Policy | Boolean | Is True, Is False | True = at least one policy exists | | Policy Age (Years) | Number | Greater Than, Less Than, Between | Age of oldest policy in the system | | Carrier | Text | Is, Contains, Is Not | Carrier name as recorded | | Has Active Loan | Boolean | Is True, Is False | True = at least one policy loan is active |

Example: "Policy Count is Greater Than 1 AND Policy Age (Years) is Greater Than 5" — multi-policy clients with a mature banking system.

Banking System Conditions

| Field | Type | Operators | Notes | |-------|------|-----------|-------| | Net CV | Number | Greater Than, Less Than, Between | Total CV minus total loan balances (unencrypted summary value) | | Total Cash Value | Number | Greater Than, Less Than, Between | Sum of all policy CV snapshots | | Total Loan Balance | Number | Greater Than, Less Than, Between | Sum of all outstanding policy loans | | Loan-to-Value Ratio | Number | Greater Than, Less Than, Between | Percentage; total loans / total CV | | Capital Deployed | Number | Greater Than, Less Than, Between | Total active deployment values |

Example: "Loan-to-Value Ratio is Greater Than 70 AND Has Active Loan is True" — clients with significant capital deployed relative to their CV.

Activity Conditions

| Field | Type | Operators | Notes | |-------|------|-----------|-------| | Last Note Date | Date | Before, After, Within Last X Days, More Than X Days Ago | Date of most recent note (any team member) | | Last Reminder Completed | Date | Before, After, Within Last X Days, More Than X Days Ago | Date of most recently completed reminder | | Has Open Reminder | Boolean | Is True, Is False | True = at least one incomplete reminder exists | | Reminder Due Within | Number | Less Than, Greater Than | Days until earliest open reminder due date | | Days Since Last Note | Number | Greater Than, Less Than, Between | Convenience version of Last Note Date |

Example: "Has Open Reminder is False AND Days Since Last Note is Greater Than 60" — clients with no active reminders and no recent advisor contact.