This SOP provides a detailed guide on how to filter contacts and create smart contact lists in the Smart Assistant Pro account. It includes instructions on applying filters by tags, saving the filtered lists, and sharing them with team members.
Hey guys, I wanted to show you how you can filter your contacts and or create smart contacts. in your Smart Assistant Pro account. So, right now I'm logged in and I went to the Contacts tab. Contacts tab. And if I click over here for more filters, we'll see that there's a whole bunch of different options. Uhm, you can filter them by every single one of these things. But what I typically do is I'll do is I filter them by tag. So if I click on that, I can say if the tag is any of these. Or I can say something along the lines of if the tag is not something. So I'm just going to select one of these random ones. And let's go for this one. And then I click apply. And then you can see it's filtering my list. I don't think there's anybody under that tag. Uhm, so that was a bad example, so let me find a different one. Okay, I found a tag that, uhm, people are under. And now I can either leave it as this, and if I click save as smart list, then I will also, always have a list that is filtered this way, or I can say, I can do an and, I can do an or, so I can say, if the contact has this tag and their phone number is on it. on their account, please filter them. Uhm, or I can say if this contact has this tag or their phone number. I have both of those options. So I'll click and, and let's see. Let's say their email is not empty. And apply that. And it filtered them a little bit more. So now if I click save as smart list, I'll just click, I'll just type in demo. But you can title it however you see fit, and then I'll click save. And now, I will be the only one that can see this smart list. You want to make it so that anyone and everyone that is logged into your Smart Assistant Pro can see this smart list. You can go right here, where it says Make a Manage, and then we'll want to click on this one. Oops, sorry about that. Let's try that again. I clicked on the title and it just took me directly to that specific smart list. I wanted to click right here on these lines where it says share smart list. And then I can choose who it shows it to. I can make it show to everybody on my team with this button. Or I can select certain people. You have both of those options. And as soon as you select those people, you'll click save, and then you'll be good to go. But that's just a little quick overview of how you do smart lists. After you create them, they will show up as tabs. On the top right here. So if you have any questions at all, please let us know.