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Creating A Smart List For Leads In CRM

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Written by Samantha McLarty
Updated over 2 months ago

  1. Click "Contacts"

  1. Click "More Filters"

  1. Select what you want to filter the contacts by.

  1. Using "Type" as an example.

  1. Choose the type parameters.

  1. Click "Apply"

  1. Click "Save as smart list"

  1. Name the Smartlist.

  1. Click "Save"

  1. See the Smartlist is now at the top of the contact dashboard.

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