https://loom.com/share/9907d3f2249748debe7c0c12f11483f3?src=composer
Navigate to the CRM and Email section.
Open the More Filters panel.
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).
Click Save a Smart List.
Provide a title for your list.
Click Save.
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.
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.
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.
Remember to share each newly created smart list with all contacts.
Proceed with your tasks using the newly created smart lists.
You are now equipped with the knowledge to create and manage smart lists effectively in your CRM.
