🚀 Using Smart Lists

Smart Lists let you filter and group contacts based on custom conditions — perfect for segmentation, targeting, and organization.

➕ Create a Smart List

1. Go to the Contacts page

2. Click the More Filters button (top-right)

3. In the right-hand filter menu, choose conditions — e.g.,

   • Field: Tag

   • Condition: Is

   • Value: client

4. Once your filter is set, click Save as Smart List

5. Give your Smart List a name

The new Smart List will appear in the top-left of the Contacts page, making it easy to switch views.

Example of a Smart List being created:

⚙️ Manage Smart Lists

To view, edit, or delete saved lists:

• Click Manage Smart Lists at the top of the Contacts page

From there, you can rename lists, change filters, or remove them altogether.