Smart Lists are a great way to organize and group your contacts, allowing you to use filters to categorize customers. However, as your business grows and changes, you might need to review and edit the smart lists you’ve created. Let’s learn 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 organize your smart lists efficiently, allowing for easy rearrangement as needed. On the far right of each card, you will find quick action buttons that provide streamlined access to various functions, simplifying your management of smart lists.
Drag and Drop #
To organize your smart list table, utilize the drag-and-drop icon. Click and hold this icon to reposition the smart list above or below other entries within the table, ensuring a customized and orderly arrangement according to your preferences.
Smart List Quick Actions #
The quick actions menu offers comprehensive management options for your smart lists. You can edit names, duplicate existing lists, delete those that are no longer needed, and share them with other users in your account. These options provide flexibility and control, supporting effective collaboration and organization.
Duplicate Smart List #
Use this button to create a copy of an existing smart list, which is useful 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 allows you to modify the name of your smart list.
Delete Smart List #
To delete a smart list, select this button. Note that while the smart list will be removed, 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.
Efficient smart list management is key to optimizing your CRM. Use the Manage Smart Lists section for quick access, customization, and control over all your lists.
Frequently Asked Questions #
How do I access the management options for my Smart Lists? #
In the Smart Lists tab of your Contacts section, click the three-dot icon and select Manage Smart Lists.
What can I do from the quick actions menu? #
You can edit a list’s name, duplicate it, delete it, and share it with other users in your account.
What happens to my contacts if I delete a Smart List? #
The smart list is removed, but the contacts within it remain in your account. To delete a shared smart list, you must first revoke access for all other users.
What do the sharing icons next to a Smart List mean? #
Globally Shared means it is shared with every user; User-Created Share means you created it and shared it; Shared with You means another user created and shared it. Lists with no icon are visible only to you.
What if my Smart List isn’t updating? #
Ensure the filters are correctly set and that the criteria match the contacts you expect to see. Adjusting or removing certain filters can often resolve the issue.
Can I share Smart Lists with team members? #
Yes. Smart lists can be shared with team members in your account using the sharing options within the smart list settings.
