How to use 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.

Accessing, Adjusting, and Cloning Smart Lists

1. To access your Smart Lists, go to the Contacts section and select a Smart List name from the top to open it.
2. If you want to modify an existing Smart List, open it, and you’ll see the saved filters for that list on the right-hand side.
3. Select the trash can icon or the X. To modify a filter, click the pencil icon or the dropdown arrow to remove a filter. Use the Save icon to store your changes.
4. You can manage your Smart Lists by navigating to “Manage Smart Lists” at the top right of the Contacts page. This area lets you duplicate, share, rename, or erase a Smart List using the icons to the right.

How To Filter By Custom Fields

Lead nurturing using Smart Lists.

Create a list of all contacts that have never been or have not been contacted in the last 90 days.

1. Go to Smart List > Go to All Tab
2. Click More Filters.
3. Type ‘last in the text box, which shows ‘Add Filter.’ You will see the ‘Last Activity’ filter as one of the options.
4. Select the last activity filter. Once it is added. Click the ‘More Than’ radio button. Type in 90 days.
5. Click on the column’s dropdown. Select the Last Activity column.
6. Press the + icon to name & save this list.