Smart List Filters

Smart Lists Filters

In order to create new smart lists, you will need to add filters.

Filters allow you to segment your contacts based on their position in the sales process or how they have interacted with your company.

Filter Menu

Here you will see menu filter for your smart lists. This menu allows you to select filters and create your smart lists.

Filter Drop Down

In order to select your first filter, you will need to click inside this input field.

Selecting Your Filters

You should now see a list of filterable items you can select. These are the data points inside your CRM that can be used to filter contacts and create new smart lists.

Select a filter that will allow you to choose the custom fields you prefer then click Apply. Once you apply, you are directed to the filter's details where you can either Edit, Delete, or save as a Smart list. Click on the Save as a smart list, and it directs you to where you can name your list. Once you have named the list, click on either Save, Save as New, or Undo Unsaved.

Hiding Filters List

Once you are done selecting filters, you can hide the filters' side menu by clicking the same button that opened it up.