š How to Create and Edit Smart Lists?
Administrator
Last Update setahun yang lalu
A smart way to organize your contacts is by using Smart Lists. It enables you to customize filters to create 'lists', or categories of contacts.
Go through this article to learn how to create, edit, and use Smart Lists.
1. How to create a Smart List?
Step 1: Create a Smart List
* Steer to Contacts > Contacts/Smart Lists.
* Click More Filters, then select "Add Filter" on the right side of the screen.
* Fill out the information accordingly after choosing one or more filters from theĀ Ā dropdown. In the example shown, we filtered by "Tag Is" and chose the tagĀ Ā Ā Ā we wanted to search by.
Ā Note: You have the freedom to use as many tags as you like. thereby, youĀ Ā Ā Ā can fully customize the experience or decide on how thoroughly you wantĀ Ā Ā Ā Ā your contacts to be filtered. You may keep it simple with a single filter - forĀ Ā Ā Ā example, any leads inactive in the last 30 days, OR leads with a particularĀ Ā Ā Ā tag. Or, you may choose to add multiple filters - for example, leads with aĀ Ā Ā Ā Ā particular tag, AND inactive in the last 30 days, AND with a particular areaĀ Ā Ā Ā code in their phone number.
* After applying the filter(s) you wish to use, click the + icon to add this as aĀ Ā Ā Ā new Smart List.
* Now, on the top of the contact page, you will now be able to click through allĀ Ā Ā your Smart Lists as tabs.Ā
Ā 2. How to Access, Edit, and Duplicate Smart Lists
Step 1: How to Access Your Smart Lists?
* The default view is "All" within the Contacts section of your system,
* To view that tab / Smart List, click the name of a Smart List at the top
Step 2: How to Edit and Duplicate Your Existing Smart Lists?
* Click an existing Smart List
* On the right-hand side, the filters that are saved for that Smart List willĀ Ā Ā Ā Ā Ā Ā appear.
* Click the X to delete a filter.
*Or, use the dropdown arrow to edit a filter.
* After that, save your changes by clicking the Save icon. To save the changesĀ Ā as a new list, use the + icon; and the undo arrow to undo any unsavedĀ Ā Ā Ā Ā Ā Ā actions you just did.
* Steer to Settings (top right of the Contacts page) to see a list of your SmartĀ Ā Ā Ā Lists.
* Copy, share, edit the name, or delete a Smart List using the icons on theĀ Ā Ā Ā Ā right.
