Mashore Method Support Hub

Mashore Method Support Hub

Smart Lists are a great way to organize contacts, by customizing filters to create 'lists' or categories of contacts.

You may use as many filters as you like, completely customizing the experience, and how thoroughly filtered you want contacts to be. You can keep it simple with one filter, for example - any leads with no activity in the last 60 days, OR leads with a particular tag. Or, you may also choose to add multiple filters, to further specify a particular group, such as leads with a particular tag, AND no activity in the last 60 days, AND with a particular area code in their phone number. The more filters you add, the more specific a list will be.

Follow these steps to learn how to create, edit, and use Smart Lists.


Create a Smart List

Navigate to Contacts > Contacts/Smart Lists.

Click More Filter

If you are still having issues after watching these videos, please make sure to join Mashore Method Office Hours to get more help!

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