Setting Up a Contact 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.
Accessing, Adjusting, and Cloning Smart Lists
- To access your Smart Lists, go to the Contacts section and select a Smart List name from the top to open it.
- If you want to modify an existing Smart List, open it, and you'll see the saved filters for that list on the right-hand side.
- Select the trash can icon or the X. To modify a filter, click the pencil icon or the dropdown arrow to remove a filter. Use the Save icon to store your changes.
- You can manage your Smart Lists by navigating to "Manage Smart Lists" at the top right of the Contacts page. This area lets you duplicate, share, rename, or erase a Smart List using the icons to the right.