Modifying Smart List Filters

Modified on Thu, 29 Aug at 4:43 PM

Steps to Update a Smart List

After using a smart list for some time, you might find the need to refine its filters to better suit your needs. Follow these steps to update a smart list:

Step 1: Access the Contacts Section

Start by clicking on "Contacts."

Step 1

Step 2: Select the Smart List

Next, choose the specific Smart List you want to modify.

Step 2

Step 3: Open Filter Options

Click on "More Filters" to access the filtering options.

Step 3

Step 4: Modify the Filters

Make the necessary changes by adding new filters, removing ones you no longer need, or editing the existing ones.

Step 4

Step 5: Apply the Changes

Once you're satisfied with the adjustments, click "Apply" to implement the changes.

Step 5

Step 6: Save the Updated Smart List

Finally, click "Save" to ensure your Smart List is updated with the new filters.

Step 6