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A Guide to Using Smart Lists Filters in Aesthetix CRM

Unlock the potential of Aesthetix CRM's Smart Lists filters to gain actionable insights and optimize your data management. This guide provides a step-by-step approach to creating and customizing Smart Lists filters to segment your data effectively. Learn how to apply filters to target specific contacts, leads, or deals based on various criteria, streamlining your marketing and sales processes. Elevate your strategic planning and decision-making with tailored Smart Lists that provide you with the most relevant information for your business needs.

1. Proceed by selecting the 'Contacts' option.

1 Click on the element.

2. Next, navigate to the 'Smart Lists' section.

2 Now, click on "Smart Lists".

3. Then, initiate more search parameters by accessing 'More Filters'.

3 Now, click on "More Filters".

4. You will now see a variety of filters.

4 Click on the element.

5. Highlight the 'First Name' field for your search.

5 Then, click on "First Name".

6. Now, input your specific search details.

6 Click here.

7. Apply the filter to your list by clicking 'Apply'.

7 After that, click on "Apply".

8. Retain your filter parameters by opting for 'Save as smart list'.

8 Once that's done, click on "Save as smart list".

9. Designate a unique identifier by inputting a 'Name'.

9 Click here.

10. Lastly, ensure your changes are saved by pressing 'Save'.

10 Next, click on "Save".

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