SmartLists help you to keep your lists organized.
A SmartList helps you to automate your sales process by auto-enrolling or un-enrolling contacts from a sequence.
To create a SmarList, run a filter on the Contacts page and save it.
Here’s a video showing you how to create a SmartList:
The tutorial video above demonstrates how to complete the following actions while creating a SmartList:
How to run filters on the Contact list pages
How to create a SmartList inside of Uptics
How to name a SmartList
How to determine the type of SmartList
How to set the team visibility of a SmartList
How to save a SmartList inside of Uptics
How to access saved SmartLists
How to rearrange the order of the SmartLists
How to organize SmartLists using folders
For more information, please refer to our other Help Center Resources. If you cannot find what you're looking for, don't hesitate to reach out using our in-app chat support!
