How to use Smart Lists?
Setting Up a Smart List
- Go to Contacts > Contacts/Smart Lists and hit "More Filters."
- Pick one or multiple filters from the dropdown menu on the right side of your screen.
- After choosing a filter, input the necessary details and click “Apply” to secure your filter.
- To add more filters, select the “AND” option.
- To permanently save your filter(s) as a list, click “Save as smart list” at the bottom of your screen.