Best Practice Smart Lists

Written by Erik Wantland

Last published at: December 9th, 2020

Save time by using our proven smart lists. Simply copy the one(s) you want into your account and get to work!

How to Copy a Best Practice Smart List into Your Account

  1. From the People screen, click Manage Lists

  2. Click the Best Practice Lists buttonScreen_Shot_2019-08-29_at_4.09.42_PM.png

  3. Use the Copy button to copy the list(s) you want into your own account. 

The list(s) will be added to your People tab. You can go back to Manage Lists to reorder your lists (pro-tip: put your most important lists first!), share the lists with your team, or delete a list you no longer want. 


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