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Managing Smart Lists Options

Unlock the full potential of your data management with this detailed guide on managing SmartLists in Aesthetix. This article walks you through the essential steps for creating, organizing, and optimizing SmartLists to streamline your workflow and enhance productivity. Learn how to effectively filter and prioritize tasks, track progress, and utilize advanced features to tailor SmartLists to your specific needs. Whether you're looking to improve task management or enhance reporting capabilities, this guide provides practical tips and best practices to help you make the most of SmartLists in Aesthetix, ensuring you stay organized and efficient in your daily operations.

1. Start by clicking "Contacts"

1 Click on the element.

2. Click on "Manage Smart Lists".

2 Click on "Manage Smart Lists".

3. To duplicate a list, click the copy icon.

3 After, click here.

4. Use share icon to share this list to your team.

4 Click on the element.

5. To rename, click the pencil icon.

5 Click here.

6. To remove the list, select the trash icon.

6 Once that's done, click on the element.

7. Click on "×".

7 Next, click on "×".

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Managing Smart Lists Options | Aesthetix CRM