Smart Lists allow you to create and save your filters and keep a tab on your lead interactions. Basically it's a place to easily locate your groups front and center.
How to Create a Smart List
- Manage Smart List
- Blue +
- *Select your filter that you would like to apply*
- We recommend Basics > Groups
- Select which group you would like to see front and center in your CRM
- Be sure to hit save
With the addition of smart lists, the lead filter has been relocated to the left side of the CRM and is visible at all times, allowing you to quickly change between any of your saved lists.
