Smart Lists are a great way to organize contacts, by customizing filters to create 'lists' or categories of contacts. Follow these steps to learn how to create, edit, and use Smart Lists.

Part 1: Creating a Smart List

Step 1: Create a Smart List

  • Navigate to Contacts > Contacts/Smart Lists.
  • Click More Filters, then select "Add Filter" on the right side of the screen.

  • Choose one or more filters from the dropdown, and fill out the information accordingly. In this example, we filtered by "Tag Is" and chose the tag we wanted to search by.
    • Note: You can 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, such as any leads with no activity in the last 60 days, OR leads with a particular tag. You can also choose to add multiple filters, 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.

  • Once you've applied the filter(s) you wish to use, click the + icon to add this as a new Smart List.
  • You will now be able to click through all your Smart Lists as tabs on the top of the contact page.

Part 2: Accessing, Editing, and Duplicating Smart Lists

Step 1: Accessing Your Smart Lists

  • Within the Contacts section of your system, the default view is "All".
  • Click the name of a Smart List at the top, to view that tab / Smart List.

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 righthand side.
  • Click the X to delete a filter, or the dropdown arrow 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 Settings 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.