Enhance Client Engagement with Advanced Contact Segmentation Tools

Hey there, small business owners! We have an exciting new feature to share with you that will change the way you manage your contacts. Introducing the Community Groups filter in your CRM’s Smart Lists! This handy tool is designed to help you gain more control and precision when reaching out to your clients.

📌 Why This Matters

Managing your contacts efficiently is crucial to running a successful business. The Community Groups filter allows you to segment your contacts based on their community memberships, making it easier to deliver targeted communications and campaigns. Say goodbye to manual sorting and guesswork—this new feature will save you valuable time and effort!

✨ What’s New

• Community Groups Filter: Now available under the Client Portal section, this filter allows you to quickly find and organize contacts by their community membership.
• Simple Search Options: Quickly surface the new filter by searching for “community” or “Client Portal” in the filter panel.

🛠️ How to Use It

1. Step 1: Navigate to the Contacts section of your CRM.
2. Step 2: Click on Smart Lists, then go to Filters, and select Groups to see your new Community Groups filter in action!

💡 Pro Tip

Leverage the Community Groups filter to create targeted marketing campaigns that resonate with your specific audience segments!