Skip to content
purple
High iQ Knowledge Base
  • Pages
    • blue
      Welcome!
    • blue
      High i.Q. University
    • blue
      Video Support
    • blue
      Script Inspo
    • blue
      Data Store
    • blue
      Support Articles
      • blue
        How The CRM Works
        • purple
          Pipeline Stage Meanings
        • purple
          Adding and Editing Pipelines
        • purple
          Pipeline Settings
        • purple
          How to Create an Individual Opportunity
        • purple
          Opportunities Overview
        • purple
          How To Download A List Of Your Opportunities
        • purple
          How To See Additional Information On An Opportunity Card
        • purple
          How To Sort/Filter Opportunities
        • purple
          General CRM Overview
        • purple
          CRM Document Management
        • purple
          Contact Details
        • purple
          Do Not Disturb
        • purple
          Tasks Overview
        • purple
          How To Delete Multiple Contacts
        • purple
          How To Export Multiple Contact
        • purple
          How To Remove A Tag From Multiple Contacts
        • purple
          How To Manually Add/Update Opportunity
        • purple
          How To Merge Multiple Contacts
        • purple
          How To Import Multiple Contacts
        • purple
          How To Add A Tag To Multiple Contacts
        • purple
          Add Contact
        • purple
          Contact Details - Overview
        • purple
          How To Create Smart Lists
        • purple
          Smart List Filters
        • purple
          Manage Smart Lists
      • blue
        The Voice Bot
        • purple
          Upload Contacts for Bot To Call/Tagging Guide Ta
        • purple
          Orientation Video
        • purple
          Adding a Knowledge Base to Your AI
        • purple
          Prompt Editing
        • purple
          Bot Personalization
        • purple
          Delete a Node
        • purple
          Inbound Calling
        • purple
          Testing The Bot
        • purple
          User Assigned/Round Robin
        • purple
          Creating Opportunities NOT For The Bot To Call
        • purple
          Call and Text Cadence in The CRM
        • purple
          About Appointments/Where to Find Bot Call Information
        • purple
          Bot Calling and Call Attempt Costs
        • purple
          How Do I Know Who Has Been Called?
        • purple
          Pushing Leads Back and Forth Between CRMs (Zapier)
        • purple
          How To Change The Drip (Call/Text Frequency)
      • blue
        Non-Bot Automations
        • purple
          Appointment Status (Triggers)
        • purple
          Contact Changed
        • purple
          Call Status
        • purple
          Action - Drip
        • purple
          Action - Find Contact
        • purple
          Update Contact Field
        • purple
          Add Task
        • purple
          Edit Conversation
        • purple
          Send Internal Notification
        • purple
          Remove Opportunity
        • purple
          Remove From Workflow
        • purple
          Workflow Actions
        • purple
          Send Email
        • purple
          Send SMS
        • purple
          Call Automation
        • purple
          Wait Event (action)
        • purple
          Voicemail
        • purple
          Add Contact Tag
        • purple
          Remove Contact Tag
        • purple
          Add/Update Opportunity
        • purple
          Add To Notes
        • purple
          Remove Assigned User
        • purple
          Add To Workflow
        • purple
          Assign To User
        • purple
          Manual Calls (action)
        • purple
          Go To Event (action)
        • purple
          If/Else Condition (action)
        • purple
          Math Operation (action)
        • purple
          Workflows - Event Start Date Action
        • purple
          Goal Event (action)
        • purple
          Manual SMS (action)
        • purple
          Content AI Text
        • purple
          Content AI Image
        • purple
          Settings Tab
        • purple
          Create New Workflow
        • purple
          Builder Tab
        • purple
          Workflow Builder Overview
        • purple
          Contact Created
        • purple
          Contact DND
        • purple
          Contact Tag (Trigger)
        • purple
          Birthday Reminder
        • purple
          Remove From All Workflows
        • purple
          Workflow Builder - Contact Triggers
        • purple
          Video Tracking
        • purple
          Pipeline Stage Changed
        • purple
          Opportunity Status Change
        • purple
          Email Events
        • purple
          Customer Replied
        • purple
          Task Reminder
        • purple
          Task Added
        • purple
          Note Changed
        • purple
          Note Added
        • purple
          Custom Date Reminder
        • purple
          Workflow Triggers
        • purple
          How To Add Multiple Contacts To A Campaign / Workflow
      • blue
        Non Bot SMS, Phone, Email
        • purple
          How Much Does Texting Cost?
        • purple
          Why Are Texts Saying 'Undeliverable'?
        • purple
          How Much Does a Non-Bot Call Cost?
        • purple
          Add SMS Template
        • purple
          How To Send An SMS
        • purple
          The Dialer
        • purple
          Conversations Overview
        • purple
          Manual Actions
        • purple
          Attachments Made Easy in Conversations
        • purple
          How to use Conversation Filters & Bulk Actions Overview
        • purple
          Quick Filter
        • purple
          Getting Started With SMS & Email Templates
        • purple
          Conversations
        • purple
          Add Email Template
        • purple
          How to send an email
        • purple
          Send Email
        • purple
          Send SMS
      • blue
        Compliance
        • purple
          FCC Legislation
        • purple
          GDPR Compliance and Data Privacy
      • blue
        Marketing
        • purple
          Giving High iQ Facebook Ads Access
      • blue
        Reporting
        • purple
          Dashboard Overview
        • purple
          Edit widgets on the dashboard
        • purple
          Customizing a widget
        • purple
          Custom Widgets FAQ
        • purple
          Resize Widgets
        • purple
          Removing a widget
        • purple
          Custom Widgets Overview
        • purple
          Adding a widget to the Dashboard
        • purple
          Rearrange widgets
        • purple
          Agent Leaderboard
        • purple
          SMS Reporting
        • purple
          Conversion Report
        • purple
          Email Reporting
        • purple
          Agent Reporting - Overview
      • blue
        Settings
        • purple
          User Notifications
        • purple
          User Profile
        • purple
          Google
        • purple
          Integrations
        • purple
          CRM Team Management
        • purple
          Business Profile
    • blue
      Contact Support
purple
High iQ Knowledge Base
/
/
Smart List Filters
Share
Explore

Smart List Filters

Editing Smart Lists: A Step-by-Step Guide
After creating and utilizing a smart list for some time, you might find the need to update filters and refine your smart list. Here are the steps to edit a smart list:
Step 1: Navigate to "Contacts"
⁠
image.png
⁠
⁠
Step 2: Select the specific Smart List you want to edit.
⁠
image.png
⁠
⁠
Step 3: Click on "More Filters"
⁠
image.png
⁠
Step 4: Adjust filters by adding new ones, removing existing filters, or modifying current ones.
⁠
image.png
⁠
⁠
Step 5: Click "Apply" to implement the changes.
⁠
image.png
⁠
⁠
Step 6: Save the alterations made to your Smart List by clicking "Save."
⁠
image.png
⁠

Load content from gy3qj5lenifuhdf4zwrg.app.clientclub.net?
Loading external content may reveal information to 3rd parties. Learn more
Allow
Load content from voice.realestate?
Loading external content may reveal information to 3rd parties. Learn more
Allow
Load content from shop.theshare.group?
Loading external content may reveal information to 3rd parties. Learn more
Allow
Gallery
 
Want to print your doc?
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.