Smart Lists are a great way to organise and group your contacts, using filters to categorise customers. As your business grows, you may need to review and edit the smart lists you've set up. Here's how.

Managing The Smart Lists

In the Smart Lists tab of your Contacts section, click the three-dot icon and select Manage Smart Lists.

Smart List Card

Each smart list you create is assigned a unique table card. These cards help organise your lists and make rearranging them straightforward. On the far right of each card are quick action buttons that give you fast access to the main functions.

Drag and Drop

To organise your smart list table, use the drag-and-drop icon. Click and hold it to move a smart list above or below other entries, so you can arrange them in whatever order works best for you.

Smart List Quick Actions

The quick actions menu gives you everything you need to manage your smart lists. You can edit names, duplicate existing lists, delete ones you no longer need, and share them with other users in your account.

Duplicate Smart List

Use this button to create a copy of an existing smart list, handy for replicating a set of filters from another list.

Sharing Smart Lists

You can choose to share smart lists either with all users or select individuals.

Icons next to each smart list in the settings area indicate the sharing status:

  • Globally Shared: The smart list is shared with every user in your account.
  • User-Created Share: The smart list was created by you and shared with others.
  • Shared with You: The smart list was created by another user and shared with you.

Smart lists without an icon will only be visible to you.

Edit Smart List Name

This button lets you change the name of your smart list.

Delete Smart List

To delete a smart list, click this button. The smart list will be removed, but the contacts within it will stay in your account.

📌Note: To delete a smart list that you have shared, you must first revoke access for all other users.

Keeping your smart lists in order makes the CRM much easier to work with. Use the Manage Smart Lists section for quick access and control over all your lists.

Frequently Asked Questions

Q: What if my smart list isn't updating?:

  • Check that the filters are correctly set and that the criteria match the contacts you'd expect to see. Adjusting or removing certain filters can sometimes resolve the issue.

Q: Can I share smart lists with team members?:

  • Yes, smart lists can be shared with team members in your account. Look for sharing options within the smart list settings.