Manage Smart Lists

Created by Ezra Weinstein, Modified on Wed, 28 Sep 2022 at 01:40 PM by Hannah Harris

If you currently do not have any contacts, you may not see this entire help guide.


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


Smart List Card


Each created smart list will get its own table card. This table card can be moved to organize your smart lists, and also contains quick action buttons to the far right of the card.


Drag and Drop


To organize your smart list table, simply use this icon to drag and drop the smart list either up or down in the table.


Smart List Settings


In settings, you can edit smart list names, duplicate existing smart lists, delete smart lists, as well as share them with other users in your CRM.


Sharing Smart Lists


When creating smart lists, you have the ability to share them with everyone, or only with some CRM users. These icons will show next to each smart list in the settings area:


= Shared globally with every user in your CRM.
= Smart list was created by your and shared with others.
= Smart list was created by another user and shared with you.


Duplicate Smart List


You can duplicate existing smart lists by using this button. This is useful when needing to quickly copy a set of filters previously used on another smart list.


Share Smart List


Use this button to share a smart list with other CRM users.


Edit Smart List Name


This button will allow you to change the name of your smart list.


Delete Smart List


If you need to delete a smart list, you can select this button.


When deleting a smart list, the contacts will remain in your CRM, but the smart list will no longer appear.


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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