Learning how to alphabetize Smart Lists can enhance your ability to locate leads by their name and maintain a well-organized list. Alphabetizing makes it quick and easy to find specific contacts and contributes to a more efficient workflow overall.
How it Works
1. Login to FUB on the desktop
2. Go to People in the upper left-hand corner > select the desired Smart List or All People
4. Click Columns in the upper right-hand corner
5. Select Details > Check First Name and Last Name (if they are not already selected)
6. Click on the First Name or Last Name column header > Sort A-Z or Z-A
7. Update List or Save List in the upper right-hand corner (optional)