Within the Manage page, you can customize your workflow by creating, editing, duplicating, moving, or deleting your Smart Lists. You can also quickly build and share custom Collections, modify team sharing permissions, and instantly copy pre-built, best-practice Smart Lists directly into your account.

Permissions

All roles:

• Create, edit, and delete their own personal Smart List and Collections.
• Share their personally created Smart List with other team members.

Owner & admins: 

• Hold full management access, allowing them to edit, share, or reassign any team-shared Smart List across the account.

Access the Manage page 

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.