The Video Action List helps you stay on top of prospect follow-up by providing a prioritized list of contacts who are due for a personalized video message.

Available within the CRM tab of the SalesMail mobile app (v3.1.6+) for SalesMailers who have the WelcomeHome bidirectional integration (and coming soon for Aline/Enquire), the Video Action List uses data from your CRM to intelligently prioritize prospects based on their sales stage, the urgency of that stage, and the amount of time since their last interaction. This helps ensure your team is focusing on the prospects who can benefit most from timely, personalized outreach.

Accessing the Video Action List

1. Open the SalesMail mobile app.
2. Tap the CRM button at the bottom.
3. Select Video Action List.  If you don't see it, make sure you are on the latest version of the SalesMail app!

You'll see a dynamic list of prospects ordered by priority, helping you quickly identify who should receive your next personalized video.  

How Prospects Are Prioritized

SalesMail automatically prioritizes prospects using three key factors:

• Current WelcomeHome Sales Stage – Where the prospect is in their journey, such as Inquiry, Scheduled Tour, Deposit, or other WelcomeHome stages.
• Stage Urgency – Certain stages naturally require more immediate follow-up and are weighted accordingly.
• Time Since Last Interaction – Prospects who have gone longer without communication move higher in priority.

By combining these factors, the Video Action List provides a smart, prioritized queue of prospects who are most likely to benefit from a timely, personalized video message.

Sending Videos from the Action List

Simply tap a prospect from the list to open their record and begin recording a personalized video or sending a favorite evergreen video.

The Video Action List is designed to remove the guesswork from follow-up so you can spend less time deciding who to contact and more time building relationships, scheduling tours, securing deposits, and moving prospects closer to move-in.

Best Practices

To get the most value from the Video Action List:

• Review the list daily.
• Start with the highest-priority prospects at the top of the list.
• Keep videos short and conversational—30 to 60 seconds is often ideal.
• Reference previous conversations, upcoming visits, or specific questions the prospect may have shared.
• Make the Video Action List part of your daily routine to ensure no prospect goes too long without hearing from you.

Need Help?

If you have questions about the Video Action List or your WelcomeHome integration, please contact support@salesmail.com or reach out to your Client Success Specialist.