Smart Lists

Created by Ezra Weinstein, Modified on Wed, 28 Sep 2022 at 01:28 PM by Hannah Harris

Smart list is where all of your CRM contacts will live and breathe. Smart lists allow you to sort, filter and manage contacts using data and information in the contact's account! This guide will educate you on the different components of smart lists and how to create them.


Depending on your user permissions, you may not have access to all of the components.


Creating New Smart Lists


In order to create new smart lists, you will need to add filters.


Filters will allow you to segment your contacts based on their position in the sales process or how they have interacted with your company. To learn more about adding filters, click here: Smart List Filters


Saving Your New Smart List


Once you have selected filters for your smart list, you would click the icon to save your smart list.
You will need to give your smart list a name when you save it so that you can easily identify it at a later time.


Created Smart Lists


Once you have created and saved your new smart list, it will appear in this top row area so that you can easily navigate to it and continue working on it later. To learn how to manage smart lists and see all created smart lists, click here: Manage Smart Lists



Edit Smart List Columns


To customize and edit the data columns you see in your smart lists, select this drop-down and turn on/off columns.


Search For Contacts


To search for contacts in your smart lists, use this search bar. You can search for contacts using their contact name, business name, tags, email, or phone number.


You will need to search using a minimum of 3 digits/alphabets.


Search For Data


If you need to quickly search for a contact or data like tags, emails, or phone numbers, you can use this search bar to do that!


Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!

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