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How To Create Smart Lists
Smart lists serve as a vital tool in effectively managing your CRM contacts, functioning as the dynamic core of your contact management system where all your contacts thrive. With smart lists, sorting, filtering, and handling your contacts becomes a breeze, facilitating the seamless tracking of customer data. In this guide, we'll walk you through the various elements of smart lists and provide instructions on how to create them. By the end of this article, you'll possess the knowledge to leverage smart lists, enhance your contact management process, and propel your business to new heights.
NOTE: Access to certain components may vary based on your user permissions.
Creating New Smart Lists
Efficiently managing your contacts begins with the creation of smart lists. By segmenting contacts based on their position in the sales process or interactions with your company, you can precisely target specific groups with personalized content.
To achieve this, add filters by clicking on the "More Filters" button at the top right of your contacts list. These filters serve as tools to refine the criteria for your smart lists, making them more relevant and valuable. Defined smart lists save time and enable you to focus on reaching the right people at the right time, ultimately boosting lead generation and conversion rates.
Saving Your New Smart List
After selecting your filters, complete the setup of your smart list by clicking the 'Save as Smart List' button at the bottom right of the page. This button officially saves your smart list and prepares it for use.
Remember to give your smart list an identifiable name before saving it to easily distinguish it in the future. A recommended approach is to create a name reflecting the filters or criteria used within the list, aiding in differentiation from similar lists.
Created Smart Lists
Once created and saved, your new smart list appears in the top row for easy access. Assessing the list is convenient, just a click away, allowing you to seamlessly continue your important work. This organization ensures that all your work remains accessible whenever needed. Additionally, when returning to edit or add more content, all information is readily available, making the smart list a valuable resource for future use.
For guidance on managing smart lists and viewing all created smart lists, click here: Manage Smart Lists
Edit Smart List Columns
To tailor the information visible in your smart lists, utilize the Column drop-down option. Located at the top right of any contact list, this drop-down icon allows you to customize and manage the data columns to suit your viewing preferences.
Search For Contacts
Finding contacts in Smart Lists is now easier with the search bar at the top right. Utilize the search bar for contact name, business name, tags, email, or phone number searches. Ensure a minimum of 3 digits/characters for more relevant results. This improved feature allows quick access to contacts, regardless of different criteria, streamlining your contact searching process. Say goodbye to challenging searches and embrace the new and improved Smart List search bar for all your contact searching needs!
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