The manage smart lists section allows you to edit the names, descriptions, sharing settings, and duplicate and delete smart lists. Having a well-kept smart list screen will give your team an efficient tool to sort out and filter out which leads need attention and to make sure the most important smart lists created are easily accessible.
Who can Manage Smart Lists?
Only Admin Users can edit and delete smart lists created for the team. An Agent on the manage smart list screen will not see these options available and can only Copy from the Actions column.
An exception to this rule is if the Agent created their own smart lists. Options to edit, copy and delete will become available for personally created smart lists.
How to Manage Smart Lists
To manage your smart lists, go to People > Manage Lists. You can also reorder lists by using the handles located on the left. The list order will be saved and used on the People page.
Custom Lists
- Name: Name of the list
- Totals: Number of leads in the list
- Created: When the list was created
- Shared: Who can view the list
- Actions: Edit, copy, or delete the list
Best Practice Lists
Navigate to the Best Practice Lists to view, copy, and use curated smart lists. To learn more about these lists, check out Best Practice Smart Lists.