Smart Lists are like saved searches of your database, highlighting the contacts you need to follow up with. Use filters to find people based on stage, website activity, last communication, and more. With Smart Lists, you’ll never miss an opportunity and be in front of the right people at the right time.
💡 Learn how to 10x your productivity in half the time with Smart Lists! Register here!
Navigation
Exposing the People Sidebar
To view Collections and Smart Lists, move your mouse to the Smart List icons on the left-hand side of the screen on the People page.
To pin the sidebar to the People page, click the icon in the upper right-hand corner of the sidebar. To close the sidebar, click the icon in the upper right corner.
Adjust the sidebar to customize your view by hovering over the bottom right-hand corner of the Smart List sidebar and clicking and dragging to the desired width.
Note: The sidebar must be pinned before the width can be adjusted.
All People
All people include all the contacts you have access to, including those you are assigned, collaborating on, or in the pond. Admin users can view all contacts within the account.
Assigned Smart List Collections
Assigned Smart List Collections are smart lists that an admin has assigned to team members. This Power-Up is available on Pro and Platform plans.
Smart List Collections
Smart List Collections are groupings of Smart Lists.
Smart Lists
To view Smart Lists within a Collection, go to People > Collections > Select the desired Smart List.
To view Smart Lists that are not in a Collection, go to People > Smart Lists > Select the desired Smart List.
Creating New Smart Lists
Option 1
1. Go to People > All People
2. Click Filters in the upper right-hand corner
3. Add the desired Filters
4. Select + New List in the upper right-hand corner
5. Name the Smart List, add a description, and choose who to share the list with > Save List
Option 2
1. Go to People > Manage in the lower left-hand corner
2. Select + New List
3. Add a Smart List Name & Emoji (optional) > Add a Description (optional) > Share List (optional)
4. Save List
Note: To add filters to this list, navigate to People > Click on the Smart List on the left-hand side > Add Filters (link) > Update List in the upper right corner.
Updating Existing Smart Lists
1. Go to People > Select the desired Smart List
2. Click Filters in the upper right-hand corner
3. Add or Remove the desired filters
4. Update List in the upper right-hand corner to save the changes
Actions
1. Go to People > Select contacts
2. Click the Desired Action
Smart List Features
FAQs
Tasks are great for very specific tasks you need to complete, like when you need to call Bob about the home inspection. Smart Lists are better for when you quickly need to find a group of people based on common qualities, such as tags:
- Dynamically generated, e.g., last contacted more than 3 days ago, so someone you emailed yesterday won't appear in today's follow-up Smart List.
- It's not overwhelming like a backlog of tasks and quick to work through.
- Share lists with your team.
- More filtering options.
- Schedule time in your calendar to go through specific lists.
Task action plans are good when a specific set of actions needs to be completed, such as a closing sequence.