How to Build Smart Lists

Smart lists serve as a vital tool within your CRM for organizing and managing your contacts. Think of them as the core of your contact management system, where all of your customer data is dynamically organized. By using smart lists, you can efficiently categorize, filter, and manage your contacts, making it simpler to maintain and access essential customer information. In this guide, we'll walk you through the key aspects of smart lists and show you how to create them. By the end, you'll have the skills necessary to leverage smart lists to enhance your contact management efforts and boost your business.

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Steps to Create New Smart Lists

Creating smart lists is a fundamental practice for effective contact management. By segmenting contacts based on their status in the sales funnel or their interactions with your business, you can target specific groups more precisely with customized content.

To start, you'll need to apply filters, which can be accessed by clicking the "More Filters" button at the top right of your contacts list. These filters help narrow down the criteria for your smart lists, making them more focused and effective. With well-defined smart lists, you can save time and better target your outreach efforts, ultimately enhancing lead generation and conversion outcomes.

Saving Your New Smart List

After setting your filters, the next step is to finalize your smart list setup. Click the "Save as Smart List" button located at the bottom right of the page. This action is crucial as it ensures your smart list is saved and ready for use.

Be sure to give your smart list a descriptive name before saving it. A name that reflects the filters or criteria used in the list will make it easier to identify and distinguish between similar lists in the future.

Viewing Your Created Smart Lists

Once your smart list is created and saved, it will appear in the top row of your contacts view, making it easily accessible. This allows you to quickly locate and manage your lists without disrupting your workflow. Additionally, when you need to edit or add more content to a list, all the information remains conveniently at your disposal. By saving your smart lists in this section, they are readily available for future use.

To learn more about managing and viewing all your created smart lists, click here: Manage Smart Lists.

Customizing Smart List Columns

To tailor the information displayed in your smart lists, use the "Column" drop-down option. This feature allows you to select and manage the data columns you want to view. Located at the top right of any contact list, this option gives you control over the visible columns, letting you customize them to fit your specific needs.

Searching for Contacts in Smart Lists

Finding contacts within your smart lists is now simpler than ever! Use the search bar at the top right to look up contacts by name, business name, tags, email, or phone number. Remember, the search requires at least three characters to deliver more accurate results. This enhanced feature allows you to quickly locate contacts, no matter the criteria. Say goodbye to difficult searches—this improved search bar streamlines your contact management process.