CREATE A SMART LIST

Article ID: CON-013

Category: Contacts

Estimated Time: 3 minutes

Difficulty: Beginner

What You'll Learn

Learn how to create a Smart List using contact filters.

Follow These Steps

☐ Click Contacts.

☐ Apply the filters you want to use.

Examples:

• Tag

• Contact Owner

• Created Date

• Last Activity

• Email

• Phone

☐ Verify the contact list displays the correct results.

☐ Click Save as Smart List.

☐ Enter a name for the Smart List.

☐ Click Save.

Success Check

✔ Your Smart List appears in the Smart Lists section.

✔ Opening the Smart List automatically applies your saved filters.

Pro Tip

💡 Create Smart Lists for groups you access frequently, such as Active Clients or New Leads.