Smart lists help you organize and prioritize your contacts to quickly access common search filters based on the criteria you set.

What’s the main purpose? To help you save time for common searches you make for your database. Let’s say you want to quickly search all your past clients who live in a certain neighborhood (or city) so that you can send an email campaign to for an upcoming community event. You would search filters for all your past clients who live in that city and save as a smart list.

1) Click on on the contacts tab.

2) Click “filters” and create your search filter.

3) Click the plus icon next to the filter field and name your search.

From there you can quickly prospect that list or send an email campaign out to just this list by selecting the name of the list in the email campaign.