A Smart list is a saved query that you can you can re-use as a list in your dashboard, while navigating through leads, or to target in email or text sequences
This allows you to easily bulk email,text or simply create Smart Views for the actions required and run through them as your daily to-do list.
- Click on Smart List
- Click on + Smart list
- You can view the query examples
- For example, to search for leads added after July’20, below is the search query:
lead.created >= “2020-07-01”
- Search query can be saved for future use as “Save as Smart list“