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Smart Lists in Contacts

Smart Lists help you organize your contacts into quick-access, filter-based tabs for efficient lead management.

1. What Are Smart Lists?​

Smart Lists act as saved filters that automatically group contacts matching specific criteria — such as tags, lead stages, or owners.
They appear as tabs on top of the Contacts page, allowing you to easily switch between different views.

Smart List TabsSmart List Tabs

Figure 1: Smart List tabs at the top of the Contacts module.

2. How to Create a Smart List​

  1. Go to the Contacts module.
  2. Apply filters such as Owner, Status, Tags, or any other available filter options.
  3. Once the filtered results appear, click Save as Smart List.
  4. Enter a name for your Smart List (e.g., Hot Leads or New Prospects).
  5. Click Save, and a new tab will be created at the top for this list.

Tip: You can create multiple Smart Lists for different follow-up strategies or contact categories.

Smart List TabsSmart List Tabs

Figure 2: Create smartlist modal.

3. How to Reorder Smart Lists​

You can drag and drop Smart List tabs to change their order:

  • Click and hold a tab.
  • Move it left or right to adjust the order.
  • Release to drop it in the new position.
  • Take in or out a smartlist from the dropdown.

The new order is saved automatically, so you can keep your most-used lists easily accessible.

4. How to Delete a Smart List​

  1. Hover over the Smart List tab you want to remove.
  2. Click the Bin menu next to filter.
  3. Confirm your action.

Deleting a Smart List will only remove the saved view — it will not delete any contacts.

Smart List TabsSmart List Tabs

Figure 3: Delete smartlist.

5. Managing Hidden Smart Lists​

If you have too many Smart Lists, some may be hidden under the More (⋯) dropdown menu.
Click the menu to view or switch to hidden lists. You can also reorder these hidden lists using drag-and-drop.

Overflow DropdownOverflow Dropdown

Figure 4: Overflow dropdown showing hidden Smart Lists.

6. Best Practices​

✅ Keep your Smart Lists meaningful — e.g., “High Value Leads” or “Follow-up Today.”
✅ Avoid creating too many lists to maintain clarity.
✅ Reorder lists regularly to prioritize active campaigns or workflows.

Last updated: 13 Nov 2025