Find Existing Smart Lists

1. Go to Contacts
2. At the top, make sure Smart Lists is selected
   • You’ll see all your saved smart lists displayed below
   • “All” includes every contact in your list

Create a New Smart List

1. Go to Contacts and click on the Smart Lists tab at the top.
2. Click More Filters to open advanced filtering options for creating your list.
3. You can choose from a wide range of conditions such as location (country, city), tags, assigned salesperson, last activity or contact time, lead stage in the pipeline, and more—simply scroll through the list to view all available options.

Creating a Smart List With a Tag Filter

Click on Smart Lists at the top of the Contacts page.

• Click More Filters to open additional filtering options for creating your Smart List.
• In the Filters panel, scroll down and click Tag to filter contacts based on the tag you assigned during import.
• Open the dropdown menu and select the tag you want to use for creating your Smart List.
• Click Apply to filter the contacts based on your selected tag.
• Then click Save as smart list to save the filtered results for future use.
• Enter a name for your Smart List, then click Save.
• Done. You now have a Smart List for contacts with that tag.

Creating a Smart List With a Custom Field Filter

1. Go to Contacts and click on the Smart Lists tab at the top.
2. Click More Filters, then scroll down to the Custom Fields section. From there, select the custom field you want to use as a filter.
3. Click Apply to save your selected filter.
4. Click Save as smart list.
5. Enter a name that helps you easily recognize what the list is for.
6. Your new smart list will now appear under the Smart Lists tab for easy access.