Creating and Managing SmartLists in Topline CRM

Learn how to efficiently add and customize SmartLists in Topline CRM to streamline your sales and marketing processes.

1. First, access the contacts tab.

1 Click here.

2. Select the 'More Filters' button to start creating a Smartlist.

2 Now, click on "More Filters".

3. Select a filter to apply in your contact list.

3 Click here.

4. Apply your filter choices by clicking the 'Apply' button.

4 Next, click on "Apply".

5. Save your filtered contact list by pressing 'Save as smart list.'

5 Click on "Save as smart list".

6. Renaming your saved list requires clicking the text field.

6 Click on the element.

7. Finally, save your smart list by pressing the 'Save' button.

7 Click on "Save".

8. You have successfully created a Smartlist! Now, to start adding colums:

8 After that, click on "Tag Smartlist".

9. Access the 'Columns' option for sorting features.

9 Following that, click on "Columns".

10. Select your preferred checkboxes in the dropdown menu.

10 Following that, click on the element.

11. After choosing added columns, go to "More Filters" to save the changes.

11 Click on "More Filters".

12. Re-save your changes by clicking 'Save.'

12 Then, click on "Save".

13. Here are your added columns!

13 Now, click on the element.

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