Keeping your contact lists organized matters when you are following up with leads, customers, and repeat buyers. This updated smart list management experience makes it easier to find what you need, stay organized, and work faster inside your CRM.
📌 Why This Matters
When your contact lists are easy to manage, it becomes simpler to keep track of the right people at the right time. That means less confusion for your team, faster follow-up, and a better chance of turning inquiries into sales. A cleaner layout also helps you spend less time clicking around and more time focusing on customers.
✨ What’s New
- Cleaner smart list page: The manage smart list area has been refreshed with a more modern layout that is easier to navigate.
- Easier organization: Improved page structure and interactions make it simpler to view and manage your saved smart lists.
- Updated share icon: The share icon has been refreshed so it is easier to recognize and use.
- More consistent experience: The contacts area now feels more unified, so moving between pages is more intuitive.
🛠️ How to Use It
- Step 1: Open the Contacts section in your CRM and go to the Smart List page.
- Step 2: Click the three-dot menu next to the Add Contact button.
- Step 3: Select Manage Smart List to view and organize your lists.
💡 Pro Tip
Use smart lists to group leads by interest or buying stage so your follow-up stays relevant and helps bring in more sales.
