Modifying Smart Lists

Looking to streamline your contact management? Smart lists are an excellent tool for organizing your contacts efficiently. By applying specific filters, you can categorize your contacts based on criteria such as their sales stage or interactions with your business, ensuring you always have the most relevant segments at your fingertips.

Accessing the Filter Menu

To begin creating a smart list, head to the top right corner of your contact list and click on the "More Filters" option. This action will open a range of filter choices, allowing you to tailor your smart list according to your needs. If you require multiple smart lists, simply repeat this process with different filter configurations for each list.

Selecting Filters for Your Smart List

To start filtering your list, select a filter item from the menu. After naming your list, choose from the following options:

• Save: Retain this smart list.

• Save as New: Create a duplicate of the current smart list.

• Undo Unsaved: Revert any unsaved changes.

Once you've chosen your filters, enter the relevant details and click on "Apply" at the bottom right of the screen. If you need to add more filters, continue by pressing the "+ And" button until you've included all necessary criteria. When satisfied, select "Save as Smart List" at the bottom of the page. A pop-up will appear where you can name your list. Be sure to click the green "Save" button in the pop-up to finalize your smart list.

Minimizing the Filter Menu

After setting up your filters, you can minimize the filter menu to tidy up your workspace. Just click on the "X" button that initially expanded the menu, allowing for a cleaner view while managing your contacts.

Removing a Smart List

To remove a smart list, navigate to the "Manage Smart List" section, where you can easily delete it as needed.