Creating and Using Smart Lists

Smart Lists are saved segments of your database. Instead of rebuilding complex filters every time, you can save them as a tab at the top of your Contacts view.

Step 1: Apply Filters

In the Contacts tab, click More Filters. Add your criteria, such as "Tag is VIP" and "Last Activity is less than 30 days ago".

Step 2: Save as Smart List

Once your list is filtered, click the Save as Smart List button (usually a plus icon next to the tabs). Give it a clear name like "Active VIPs".

Step 3: Accessing Your Lists

Your new Smart List will appear as a tab next to "All Contacts". Clicking it will instantly load the dynamically updated segment.

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