Watch this video to learn how to create a Smart list:


How to save a Smart List

  1. Go to the object you want to create a smart list for.
  2. Click the plus button in the bottom left corner and choose "New Smart List".
  3. Define the Smart List by filling out the criteria window.
  4. You should now see your Smart List in the left Side bar under People.

How to share a Smart List

Smart List

  1. Mouse over to the Smart List you have created.
  2. Click on the filter icon.
  3. Click on Share with and choose who you want to share the Smart List with.