Managing customer contacts can sometimes feel overwhelming, especially when you need to sort through lots of information quickly. The updated Contact List and SmartList features bring everything you need into one simple view, making it easier than ever to find, organize, and share your important contacts.

📌 Why This Matters

When your contact management tools are clear and easy to use, you spend less time searching and more time focusing on what matters — building your business. A cleaner design, faster loading, and smarter filters help you quickly connect with the right customers and keep your data organized.

✨ What’s New

• Cleaner Contact List View: A fresh, user-friendly design makes it easier to see and navigate your contacts.
• Unified List Experience: The contact lists now match the look and feel of other parts of your CRM, creating a consistent workflow.
• Flexible Column Management: Quickly search, add, remove, or drag and drop columns to customize your view.
• Advanced Filtering with AND/OR Logic: Build powerful filter combinations to find exactly the contacts you need.
• Faster Load Times: The page opens quickly, so you can get to work without waiting.

🛠️ How to Use It

1. Step 1: Head to your Contacts section and select SmartLists to open the updated interface.
2. Step 2: UseAdvanced Filters to combine conditions with AND/OR rules and narrow down your contact list.
3. Step 3: Customize your list by managing fields – add, remove, or rearrange columns to fit your needs.
4. Step 4: Share your SmartLists with your team and control who can view or edit each list through permissions.

💡 Pro Tip

Customizing contact views and filters helps you focus on your best leads and customers, making your outreach more effective and saving you valuable time.