Smart Lists and Filters
CRM & CONTACTS Smart Lists & Filters Smart Lists are dynamic, saved filters that automatically group contacts based on criteria you define.
Unlike static lists, Smart Lists update in real time as contacts meet or no longer meet the filter conditions.
Creating a Smart List Step 1: Go to Contacts from the left sidebar.
Step 2: Click "Filters" to open the filter panel.
Step 3: Add one or more filter conditions (e.g., Tag equals "VIP", or Date Added is in the last 30 days).
Step 4: Preview the results to confirm the list looks correct.
Step 5: Click "Save as Smart List" and give it a descriptive name.
Step 6: The Smart List will now appear in your saved views for quick access.