Smart lists are a powerful, dynamic tool to organize your leads that can help you optimize your workflow and reduce dead time searching for and categorizing your leads. In this article we'll explain what they are, how to make and manage them

At the highest level, a smart list is just a collection of filters. More specifically, viewing that smart list will only show you the leads that fit those filters.

What's really powerful about smart lists is that they're fully automatic. You don't have to micromanage which lead exists in which smart list, if a lead fits the filters of a smart list then it will exist in that smart list.

Leads can also exist in multiple smart lists at once!

Let's first head over to the CRM page.

The default smart list is the "All" list, which basically shows you all your leads. Currently we don't have any other smart lists but when we make some, they'll appear next to the "All" list.

Let's hit "More Filters"

We're presented with a number of options, feel free to play around with these to get acquainted.

For this tutorial, we'll use the "tag" filter since it's one of the most common

Then we're going to select "appointment"

And hit apply

If you're following along, you'll notice we now have our first filter:

This will make it so only leads with the tag "appointment" are shown in the center view, and indeed only two leads show up because only those two leads have that tag.

Let's now save this filter as a Smart List. The attentive reader might have noticed the "Save as smart list" button on the filter panel, all we have to do is click that

Now we have to name our smart list

And that's it! Now our smart list shows up where it should, and it will persist across logins so you can access it anytime!

That's the magic, you don't!

Let's go back to the "All" list and add tag "appointment" to a third lead using the following method: How to add tags to leads

As you can see, the third lead showed up in that smart list automatically: