Customizing the Order of Your Smart Lists in Notary Success CRM
Objective:
Learn how to organize and prioritize your smart lists by customizing their order in the Notary Success CRM, making it easier to navigate and manage your contacts efficiently.
Steps to Rearrange Smart Lists:
Access Smart Lists:
From the CRM's main navigation menu on the left side, select "Contacts."
Navigate to the "Smart Lists" section to view your existing lists.
Manage Smart Lists:
Within the Smart Lists area, look for an option labeled "Manage Smart Lists" typically located near the top or as part of the additional options menu.
Rearrange Smart Lists:
In the "Manage Smart Lists" section, you'll find functionality to adjust the order of your lists. This can usually be done through dragging and dropping the lists into your preferred order or using specific controls designated for rearrangement.
Alphabetize or Prioritize:
Decide whether you want to alphabetize your lists for a uniform order or prioritize them based on frequency of use or importance. Arrange the lists accordingly by dragging them into place.
Save Changes:
Ensure to save your adjustments once you've organized the smart lists to your satisfaction. Look for a "Save" button or the system might automatically apply changes as you drag and drop.
Additional Tips:
Review Regularly: Your needs may evolve over time, so periodically review and adjust the order of your smart lists to reflect any changes in your workflow or priorities.
Naming Conventions: Utilize clear and consistent naming conventions for your smart lists to make them easily identifiable and sortable.
Group Similar Lists: Consider grouping similar smart lists together. For example, keep all lists related to specific types of clients or stages in your workflow adjacent to each other for quick access.
Conclusion:
Customizing the order of your smart lists in Notary Success CRM not only enhances your productivity but also streamlines your workflow, allowing you to access the lists you use most frequently with ease. By taking the time to organize your smart lists effectively, you can ensure that your contact management process is both efficient and tailored to your specific business needs.