Creating "Smart Lists" & Custom View Filters

Creating "Smart Lists" & Custom View Filters

You can filter your Contacts so that you're only seeing those  who have the specific characteristic you're looking for.

Similarly, you can create Smart Lists, which are permanent lists containing at least one filter.  For example, you can create a Smart List that is comprised only of those Contacts who have answered a survey question in a certain way or have some type of characteristic in common, such as all those who have the same estimated credit score.  Here's how to do that:




Here's exactly how to build buyer and seller Smart Lists to specifically see the highest quality people, who have engaged with you the most, and are ready to take action the soonest:



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