How to Use Smart Lists

Created by Out Front CRM, Modified on Fri, May 23, 2025 at 4:13 PM by Out Front CRM

Overview:
Smart lists allow dynamic grouping of contacts based on specific criteria.


Steps:

  1. Navigate to the "Contacts" section.

  2. Click on "Smart Lists."

  3. Click "+ New Smart List."

  4. Define the criteria for the list (e.g., tags, last activity).

  5. Save the smart list.

  6. The list will automatically update as contacts meet the criteria.

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