Smart Lists Filters

Created by Ezra Weinstein, Modified on Wed, Sep 28, 2022 at 1:16 PM by Hannah Harris

In order to create new smart lists, you will need to add filters.

Filters allow you to segment your contacts based on their position in the sales process or how they have interacted with your company.

Filter Menu

Here you will see menu filter for your smart lists. This menu allows you to select filters and create your smart lists.

Filter Drop Down

In order to select your first filter, you will need to click inside of this input field.

Selecting Your Filters

You should now see a list of filterable items you can select. These are the data points inside your CRM that can be used to filter contacts and create new smart lists.

As you create more custom fields, you will see more data in this filter menu drop-down.

Clear All Filters

If you need to clear all selected filters and start over, you would simply click this button.

Hiding Filters List

Once you are done selecting filters, you can hide the filters' side menu by clicking the same button that opened it up.