In the manage option, you can create and share Collections, modify sharing permissions, and copy best-practice Smart Lists. Additionally, Smart Lists can be edited, duplicated, moved, and deleted.

Permissions

Any admin can edit Smart Lists and Smart List Collections created by admin users and shared with the team. Smart Lists created by agents or lenders cannot be shared with the team. 

⭐️ Remember: Lead viewing permissions still apply. Agents and lenders will only see their assigned contacts and any contacts they collaborate on or in an assigned pond. Whereas admins will see all leads. 

Managment 

1. Go to People > Manage in the lower left-hand corner 

2. View your Custom Lists or Best Practice Lists 

Assigned Smart List Collections 

Use the Assign Smart List Collections Power-Up to assign Smart List Collections to your team. This feature standardizes your team's workflow and guides them to success.

Note: The Assign Smart List Collections Power-Up is available on Pro and Platform plans. 

Collections 

Smart List Collections are made of various smart lists. Utilize Collections to organize and simplify your daily workflow. 

Smart Lists 

The Smart Lists section includes lists that are not incorporated within a collection. 

Columns 

Name 

This is the name of the Smart List with an emoji (optional). 

Totals

This displays the number of contacts in the Smart List. 

Created 

The team member who created the Smart List. 

Shared 

The team members the Smart List is shared with. 

Actions: Edit Smart List

Update the Smart List name, description, or who it is shared with 

1. Actions > Edit Smart List

2. Make Changes > Save

Note: If you would like to edit the Smart List filters, you will need to do so on the People page. Here is more information. 

Actions: Duplicate Smart List

Duplicate creates a copy of the smart list. 

1. Actions > Duplicate Smart List 

2. Edit the name “Copy of (list name)” > Make Changes (if needed) > Save List 

Actions: Move to Collection

This will move the smart list to the desired Collection. 

1. Actions > Move to Collection

2. Select Collection > Move to Collection  

Actions: Delete Smart List

Delete will permanently delete the Smart List.

Note: All contacts will remain in the system. Only the saved filters/list will be removed. 

1. Actions > Delete Smart List

2. Delete List 

Rearranging Smart Lists

To rearrange the order of Smart Lists, click on the handle on the left-hand side of a Smart List and drag and drop it to the desired order. This is the order in which Smart Lists will appear on the People sidebar. 

Note: Each Smart List can only be in one Collection. To add a Smart List to an additional Collection, duplicate the Smart List.