Smart Lists are a great way to organise and group your contacts, using filters to categorise customers. As your business grows and changes, you may need to review and edit the smart lists you've created. 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 keep your smart lists organised and can be rearranged as needed. On the far right of each card, you'll find quick action buttons that give you streamlined access to various functions.

Drag and Drop

To reorder your smart list table, use the drag-and-drop icon. Click and hold it to move a smart list above or below other entries, arranging them in whatever order suits 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, which is handy for replicating a set of filters from another list.

Sharing Smart Lists

You can share smart lists with all users or with specific individuals.

Icons next to each smart list in the settings area show its 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, select this button. The smart list will be removed, but the contacts within it will remain in your account.

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

Good smart list management helps you get the most out of the CRM. Use the Manage Smart Lists section for quick access, customisation, and control over all your lists.

Frequently Asked Questions

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

  • Make sure the filters are set correctly and that the criteria match the contacts you 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.