Custom Objects help you maintain clear relationships and simplify organisation. As you add more objects to your system, though, it can get harder to find ones that match your criteria. Smart Lists make this much easier. Here's how to set one up.
To start, navigate to the Custom Objects section and click Advanced Filters.
Select a filter from the main fields to set your conditions.
Click +AND for conditions that have to be met as a group.
Click + Add Filter for conditions that don't have to be met as a group.
Click Apply to save your changes.
Open the Unsaved Changes menu and select Save as a Smart List.
Give it a Name, and click Create to save it.
Smart Lists can be shared directly during the creation process, or later by clicking Customize Lists once saved, so your team always has the right information to hand.