What Are Smart Lists?

What Are Smart Lists?

Smart lists are one of the truly powerful features of the software. You can organize your contacts into certain lists based on the filters you set. These are great to highlight just the contacts & information that you want to see.

By default, all of your contacts will be under the "All" smart list. All of the additional lists that you create will be made to the left of the "All" list.

Using filters you can narrow down your contact list based on tags, location, activity, or other information that they may have submitted.

Benefits of Smart Lists include:

• Quickly identify a specific subset of contacts (ex. A list of current clients based on a certain tag or a list of clients who all live in the same city)

• You can create lists to separate your customers from your leads

• Create lists to segment your contacts and deliver super targetted marketing message