Managing Your Smart Lists

How to Navigate Your Smart Lists

To efficiently manage your smart lists, head over to the Smart Lists section under the Contacts tab in your CRM. Here, you'll find all the smart lists you’ve created, enabling you to easily view, edit, and organize them. This central hub simplifies the management process, making your CRM experience more streamlined.

Note: Your access to certain features may vary based on your user permissions.

Understanding Smart List Cards

Each smart list you create is represented by a unique table card. These cards help you keep your lists organized and easily accessible. On the right side of each card, you'll find quick action buttons that allow you to perform various tasks, enhancing the efficiency of managing your smart lists.

Customizing with Drag and Drop

To organize your smart lists to your liking, simply click and hold the designated icon on a smart list card, then drag and drop it to your desired position within the table. This feature allows for a personalized and neatly arranged smart list setup.

Smart List Settings: Fine-Tuning Your Lists

The settings menu within the Smart Lists section offers various options for managing your lists. You can rename, duplicate, delete, or share your smart lists with other CRM users, giving you the flexibility and control to tailor your lists to your specific needs.

• Duplicate Smart List: Easily create a copy of an existing smart list using the duplicate function, which is handy for reusing a set of filters.

• Sharing Smart Lists: Share your smart lists with all users, specific users, or manage lists shared with you by others. The icons in the settings area will indicate the sharing status of each list:

  • Shared with all CRM users.

  • Created by you and shared with others.

  • Created by another user and shared with you.

• Edit Smart List Name: This option allows you to change the name of your smart list to better reflect its purpose.

• Delete Smart List: If a smart list is no longer needed, you can delete it without affecting the contacts within your CRM. The list will simply be removed from your view.

This guide ensures you have all the tools and knowledge needed to effectively manage and optimize your smart lists, enhancing your overall CRM experience.