Smart Lists are a fantastic way to keep your contacts organized and up-to-date in your CRM. They're easy to use and incredibly versatile, allowing you to sort and manage contacts with ease. Let’s break down how to use them in a straightforward, user-friendly manner.

Creating a Smart List:

  • Starting Off: Go to the 'Contacts' section in your CRM, and select 'Smart Lists'.
  • Adding Filters: Click on ‘More Filters’. Here, you’ll find a variety of options to choose from, helping you narrow down your contacts.

Choosing Filters:

  • Variety at Your Fingertips: You can pick from basic filters like finding inactive contacts or more specific ones like tagging.
  • Easy Navigation: Filters are sorted neatly, making it simple to find what you need.
  • Setting a Filter: For example, if you’re using the "Created By Filter", just search for it, decide if you want 'is' or 'is not', and then pick a user.

Reviewing Your Filters:

  • See What You’ve Chosen: All your selected filters will be shown on the right side, so you can easily see what you’ve set up.
  • Add More If Needed: If you want to add more filters, just click “AND”.

Saving Your Smart List: 

  • Finalize Your List: Once you're happy with your filters, click “Save as smart list”. 
  • Now, your list is set up and ready to use!

Using Smart Lists in Your CRM: 

  • Find Your Lists: In 'Contacts', your Smart Lists are clearly labeled. Click on any list to open it.
  • Change as Needed: You can edit or delete any Smart List easily. Just choose the list and adjust the filters.

Extra Features: 

Manage Smart Lists:


In the top right of the Contacts page, you can manage your lists - copy, share, rename, or delete.

List of Advanced Filters:

  • Created By Filter: Search for contacts based on the user who created a particular contact record.
  • Last Updated By Filter: Find contacts based on the last user who updated a contact record.
  • Inbound DND (Do Not Disturb) Settings Filter: Filter contacts based on their DND status for inbound communications.
  • DND Settings Filter: Search for contacts with specific DND preferences for outbound communications.
  • Website Filter: Filter contacts based on the website associated with them.
  • Instagram ID Filter: Enables users to filter contacts with or without an Instagram ID.
  • Facebook ID Filter: Search for contacts based on the presence or absence of a Facebook ID.
  • Country Filter: Filter contacts based on their country.
  • Timezone Filter: Find contacts based on their timezone, useful for scheduling communications.
  • Google ID Filter: Search for contacts with or without a Google ID.
  • Additional Email Filter: Includes contacts based on primary and additional email addresses.
  • Last Activity Time Filter: Users can search for contacts based on the time of the last activity recorded.
  • Valid Email Filter: Filter contacts based on the validation status of their email addresses.
  • Source Type Filter: Filter contacts based on the source type field value.

Along with these filters, additional phone numbers, emails, time zones, countries, and website columns have been added to the Smartlist table/columns and contacts export.