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How to Order/Edit/Share/Delete a Smart List

Switchboard | CRM | Smart Lists | Edit | Share | Order | Delete

Nick Pnevmatikatos avatar
Written by Nick Pnevmatikatos
Updated over 2 weeks ago

How to edit a smart lists filters

Sometime you'll need to amend some filters in a smart list, here's how to do that

First, select the smart list you wish to edit

Then select the "Filters" button & make any edits you want!

How to Share/Delete a smart list

In order to delete a smart list, first click on the "Manage Smart Lists" in your CRM page

You will see a list of your lists, to the right you'll see options to copy (duplicate), share, edit the name and delete a smart list from your CRM

How to change the order your lists show up in your CRM

In the same "Manage Smart Lists" page, you can re-order our smart lists with the stacked lines handle on the left, just click-and-drag!

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