How To Create and Edit Smart Lists

Smart Lists are a fantastic way to keep your contacts organized and up-to-date in your Mastermind. They're easy to use and incredibly versatile, allowing you to sort and manage contacts with ease. Let’s break down how to use them in a straightforward, user-friendly manner.

Creating a Smart List:

Starting Off: Go to the 'Contacts' section in your Mastermind, and select 'Smart Lists'.
Adding Filters: Click on ‘More Filters’. Here, you’ll find a variety of options to choose from, helping you narrow down your contacts.

Choosing Filters:

Variety at Your Fingertips: You can pick from basic filters like finding inactive contacts or more specific ones like tagging.
Easy Navigation: Filters are sorted neatly, making it simple to find what you need.
Setting a Filter: For example, if you’re using the "Created By Filter", just search for it, decide if you want 'is' or 'is not', and then pick a user.

Reviewing Your Filters:

See What You’ve Chosen: All your selected filters will be shown on the right side, so you can easily see what you’ve set up.
Add More If Needed: If you want to add more filters, just click “AND”.

Saving Your Smart List:

Finalize Your List: Once you're happy with your filters, click “Save as smart list”.
Now, your list is set up and ready to use!

Using Smart Lists in Your CRM:

Find Your Lists: In 'Contacts', your Smart Lists are clearly labeled. Click on any list to open it.
Change as Needed: You can edit or delete any Smart List easily. Just choose the list and adjust the filters.

Extra Features:

Manage Smart Lists:

In the top right of the Contacts page, you can manage your lists - copy, share, rename, or delete.

Advanced Filters:

Created By Filter: Search for contacts based on the user who created a particular contact record.
Last Updated By Filter: Find contacts based on the last user who updated a contact record.
Inbound DND (Do Not Disturb) Settings Filter: Filter contacts based on their DND status for inbound communications.
DND Settings Filter: Search for contacts with specific DND preferences for outbound communications.
Website Filter: Filter contacts based on the website associated with them.
Instagram ID Filter: Enables users to filter contacts with or without an Instagram ID.
Facebook ID Filter: Search for contacts based on the presence or absence of a Facebook ID.
Country Filter: Filter contacts based on their country.
Timezone Filter: Find contacts based on their timezone, useful for scheduling communications.
Google ID Filter: Search for contacts with or without a Google ID.
Additional Email Filter: Includes contacts based on primary and additional email addresses.
Last Activity Time Filter: Users can search for contacts based on the time of the last activity recorded.
Valid Email Filter: Filter contacts based on the validation status of their email addresses.
Source Type Filter: Filter contacts based on the source type field value.

Along with these filters, additional phone numbers, emails, time zones, countries, and website columns have been added to the Smartlist table/columns and contacts export.

FAQs

Q: How do I create a new Smart List?

A: Go to the 'Contacts' section, select 'Smart Lists', click on ‘More Filters’ to choose and configure your filters, then save your list by clicking “Save as smart list”.

Q: What types of filters can I use with Smart Lists?

A: You can use a variety of filters including those based on assigned users, custom fields, inbound/outbound DND settings, social media IDs, country, timezone, and more.

Q: Can I edit or delete a Smart List?

A: Yes, you can easily edit or delete any Smart List from the 'Contacts' section by selecting the list and making the necessary changes.

Q: Are there any new columns or filters available in the Smart List feature?

A: Yes, new columns for additional phone numbers, emails, time zones, countries, and websites have been added, along with various advanced filters.