How To Edit Smart Lists

Created by Belinda Henry, Modified on Sat, Jul 8, 2023 at 4:35 PM by Belinda Henry

How To Edit Smart Lists

Once you have created a smart list and used it for a time, you may want to update the filters to fine-tune your smart list. Here are the steps you will need to edit a smart list.

How To Edit Smart Lists - Step 1

Click "Contacts"

How To Edit Smart Lists - Step 2

Click the Smart List you wish to edit.

How To Edit Smart Lists - Step 3

Click "More Filters".

How To Edit Smart Lists - Step 4

Adjust the filters you wish by adding additional filters, removing existing filters, or editing existing ones.

How To Edit Smart Lists - Step 5

Click "Apply" to apply the changes.

How To Edit Smart Lists - Step 6

Click "Save" to save the changes to your Smart List.