Link to Loom
https://loom.com/share/9907d3f2249748debe7c0c12f11483f3?src=composer
Creating Smart Lists in Your CRM: A Step-by-Step Guide
1. Accessing the Smart List Feature
Navigate to the CRM and Email section.
Open the More Filters panel.
2. Setting Up Filters for Your Smart List
Filter by Email
Select the filter to ensure the email field is not empty.
Click Apply.
Filter by Email D&D Status
Add an additional filter using the AND option.
Choose the filter to ensure Email D&D is not enabled (indicating the contact is opted in).
Click Apply.
Review Filter Results
Note the change in the number of contacts (e.g., from 78 to 74).
3. Saving Your Smart List
Click Save a Smart List.
Provide a title for your list.
Click Save.
4. Sharing Your Smart List
Access Manage Smart List at the top.
Click on the three buttons for Share Smart List.
Select Share with All Users.
Click Save to allow visibility to all users, including admin and agency support.
5. Editing and Managing Smart Lists
You can edit, delete, or remove smart lists that are no longer relevant.
Ensure you are not creating multiple smart lists using the same criteria to avoid overwriting existing lists.
6. Creating Additional Smart Lists
If you want to create a new list, add additional filters.
Click Save as New to avoid overwriting the current list.
Give the new list a title and click Save.
7. Final Steps
Remember to share each newly created smart list with all contacts.
Proceed with your tasks using the newly created smart lists.
Conclusion
You are now equipped with the knowledge to create and manage smart lists effectively in your CRM.