Smart Lists are a great way to organize contacts, by customizing filters to create 'lists' or categories of contacts.
You may use as many filters as you like, completely customizing the experience, and how thoroughly filtered you want contacts to be. You can keep it simple with one filter, for example - any leads with no activity in the last 60 days, OR leads with a particular tag. Or, you may also choose to add multiple filters, to further specify a particular group, such as leads with a particular tag, AND no activity in the last 60 days, AND with a particular area code in their phone number. The more filters you add, the more specific a list will be.
Follow these steps to learn how to create, edit, and use Smart Lists.
As you add filters, you can see them ‘building’ as a list on the right side of the screen in the filter window. This gives you a preview of how the filters are set up.
In the bottom of the window, click “Save as smart list” to save the filter(s) as a permanent list in our software. (You can always edit or delete this list later.)
Step 2: Editing and Duplicating Your Existing Smart Lists
Click into an existing Smart List
The filters that are saved for that Smart List will appear on the right-hand side.
Click the trash can icon (Option A) or X (Option B) to delete a filter.
Click the pencil icon (Option A) or dropdown arrow (Option B) to edit a filter.
Then, click the Save icon to save your changes, the + icon to save the changes as a new list, or the undo arrow to undo any unsaved actions you just did.
Step 3: Smart List Settings
Navigate to "Manage Smart Lists" in the top right of the Contacts page.
Here you'll see a list of your Smart Lists.
You can copy, share, edit the name, or delete a Smart List using the icons on the right.