Smart List Conditions

This reference covers every available condition field, the operators each supports, and notes on how the values are calculated.

Operators by Data Type

| Data Type | Available Operators | |-----------|-------------------| | Text | Is, Is Not, Contains, Does Not Contain, Starts With, Is Empty, Is Not Empty | | Number | Is, Is Not, Greater Than, Less Than, Greater Than or Equal, Less Than or Equal, Between | | Date | Is, Before, After, Within Last X Days, More Than X Days Ago, Is Empty | | Boolean (Yes/No) | Is True, Is False | | List/Select | Is, Is Not, Contains Any, Contains All |

Field Reference

Client Fields

| Field | Type | Notes | |-------|------|-------| | Name | Text | Matches first name, last name, or full name | | Email | Text | Full or partial email match | | Client Type | Select | Connected, Seated | | Tags | List | Matches against all tags applied to the client | | Assigned To | Select | Team member name or "Unassigned" | | Created Date | Date | When the client was added to your practice |

Stage Fields

| Field | Type | Notes | |-------|------|-------| | Pipeline Stage | Select | Prospect, Discovery, Application, Active, Paused, Archived | | Days in Current Stage | Number | Calendar days since last stage change |

Engagement Fields

| Field | Type | Notes | |-------|------|-------| | Engagement Score | Number | 0–100; updates daily | | Engagement Band | Select | High, Medium, Low, None | | Last Login Date | Date | Most recent client login to their account | | Days Since Last Activity | Number | Based on any recorded activity (note, snapshot, login) |

Policy Fields

| Field | Type | Notes | |-------|------|-------| | Policy Count | Number | Total active policies recorded | | Has Any Policy | Boolean | True if at least one policy exists | | Policy Age (Years) | Number | Age of oldest policy in system | | Carrier | Text | Carrier name as entered |

Banking System Fields

| Field | Type | Notes | |-------|------|-------| | Net CV | Number | Total CV minus total loan balances | | Total Cash Value | Number | Sum of all policy CV snapshots | | Total Loan Balance | Number | Sum of all outstanding policy loans | | Loan-to-Value Ratio | Number | Percentage; total loans / total CV | | Has Active Loan | Boolean | True if any policy loan is recorded as active |

Activity Fields

| Field | Type | Notes | |-------|------|-------| | Last Note Date | Date | Date of most recent note added (by any team member) | | Last Reminder Completed | Date | Date of most recent completed reminder | | Has Open Reminder | Boolean | True if any reminder is not yet completed | | Reminder Due Within | Number | Days until earliest open reminder is due |

Combining Conditions

See Building Your First Smart List for guidance on And/Or logic and condition groups.