Building and Organizing Smart Lists

Creating Smart Lists

To create a new smart list, follow these steps:

Access the Filter Options: Start by navigating to your contact list and clicking the "More Filters" button located in the upper right-hand corner. This will open a selection of filtering options for you to choose from.

Choosing Filters: Select a filter option to begin sorting your contacts. Customize your filter settings to match your specific criteria. If you need to create several smart lists with different filters, simply repeat this process using various filter combinations for each list.

Applying Filters: Once you've chosen a filter, fill out the necessary information and hit "Apply" at the bottom right of the screen. To add more filters, click the "+ And" or "+ Or" buttons until you're satisfied with your setup.

Saving Your Smart List: After finalizing your filter selections, click 'Save as Smart List' at the bottom of the page. A popup will appear where you can name your smart list. Make sure to click the green 'Save' button to store your smart list.

Managing Your Smart Lists

Hiding the Filter Sidebar: After setting your filters, you can collapse the filter menu by clicking on the 'X' button. This gives you a more streamlined view of your contacts.

Removing a Smart List: To delete a smart list, go to "Manage Smart List." From there, select the list you want to remove and proceed with the deletion.

Troubleshooting and Common Questions

What should I do if my smart list isn't updating?: Double-check that your filters are correctly set and that the criteria align with the contacts you expect to include. Sometimes, tweaking or removing specific filters can help resolve the issue.

Can I share smart lists with colleagues?: Yes, you can share smart lists with team members within the CRM. Look for sharing options within the smart list settings.