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Creating A Smart List For Leads In CRM

Joe Tolzmann avatar
Written by Joe Tolzmann
Updated over a week ago

  1. Accessing RocketCRM:

    • Open the RocketCRM web portal for your company using a web browser.

    • Log in with your credentials.

  2. Navigating to Contacts:

    • Locate the left-side menu panel.

    • Click on Contacts.

  3. Applying Filters to Create a Smart List:

    • Click on More Filters at the top right corner.

    • Select the criteria you want to filter the contacts by.

    • Click on Type as an example.

    • Choose the type parameters.

    • Click Apply.

  4. Saving the Smart List:

    • Click on Save as Smart List.

    • Enter a Name for the Smart List.

    • Click the Save button.

  5. Verifying the Smart List:

    • The newly created Smart List will now appear at the top of the Contacts dashboard.

Completion:

Once all steps are completed, the Smart List will be successfully created and accessible for lead management.

Notes:

  • Ensure the correct filters are selected to capture the intended leads.

  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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