CRM Support

Smart Lists

Setting Up a Smart List

  1. Go to Contacts > Contacts/Smart Lists and hit "More Filters."

  2. Pick one or multiple filters from the dropdown menu on the right side of your screen.

  3. After choosing a filter, input the necessary details and click “Apply” to secure your filter.

  4. To add more filters, select the “AND” option.

  5. To permanently save your filter(s) as a list, click “Save as smart list” at the bottom of your screen.

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