Smart lists are an essential tool for managing your contacts. With smart lists, you can sort, filter, and manage your contacts with ease, making it easier than ever to keep track of your customer data. Here we will take you through the different components of smart lists, and teach you how to create them. By the end of this article, you'll be armed with the knowledge you need to create and use smart lists to improve your contact management process, and ultimately, take your business to the next level.

Creating smart lists is a crucial step in efficiently managing your contacts. By segmenting them according to their position in the sales process or their interactions with your company, you can easily target specific groups with personalized content.​

To do this, you’ll need to add filters which can be found by clicking on the More Filters button on the top right of your contacts list.

These filters serve as a tool to refine the criteria for your smart lists, making them more relevant and useful. With defined smart lists, you can save time and focus on reaching out to the right people at the right time, ultimately improving your lead generation and conversion rates.

Once you have selected your filters, it's time to finish setting up your smart list. To do this, simply click the ‘Save as Smart List’ button located on the bottom right of the page. This button is important as it will officially save your smart list and prepare it for use.

Remember, it's important to give your smart list a proper name before you save it so that you can easily identify it in the future. A good suggestion is to create a name that reflects the filters or criteria used within the list – this will help you distinguish similar lists from each other.

Once you are satisfied with the name, click the “Save” button.

After you have created and saved your new list, it will show up in the top row to make it easier for you to locate. By creating and saving your new smart list within this section, it remains available for future use.

To take control of the information you see in your smart lists, the Column drop-down option lets you customize and manage the data columns available to view. Located just to the top right of any contact list, simply select this drop-down icon to turn on and off functional columns custom-tailored to suit your viewing needs.

Utilize the search bar on the top right to search using contact name, business name, tags, email, or phone number by entering a minimum of 3 digits/characters.

By learning to create and customize these lists, you can streamline your workflow, enhance your outreach efforts, and ultimately drive better results for your business. With the ability to save, edit, and search through smart lists, you gain greater control over your contact data, ensuring that you reach the right people at the right time. Implementing smart lists into your contact management strategy is a key step towards improving organization and boosting overall business performance.

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