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How to Duplicate Smart Lists

Explore the straightforward process of copying SmartLists in Aesthetix CRM to optimize your data handling and segmentation efforts. This guide provides detailed instructions on how to duplicate existing SmartLists, allowing you to replicate successful configurations and adapt them for other uses. Perfect for users looking to enhance efficiency and consistency in their CRM operations.

1. Click on "Contacts".

1 Click on "Manage Smart Lists".

2. Select "Manage Smart Lists" from the menu.

2 Click on "Manage Smart Lists".

3. Click on "Copy Smart List" for the contact you want to copy.

3 Then, click here.

4. Edit the name of your copied template if desired

4 Click on the element.

5. To finish, click "Save".

5 Upload

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