1. Click on "Contacts".
2. Select "Manage Smart Lists" from the menu.
3. Click on "Copy Smart List" for the contact you want to copy.
4. Edit the name of your copied template if desired
5. To finish, click "Save".
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.
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