Smart Lists

Discover the power of Smartlists in Aesthetix CRM and how they can revolutionize your data management and productivity. This guide provides an in-depth look at creating and customizing Smartlists to streamline your workflow and keep your contacts, leads, and opportunities organized. Learn how to leverage filters and criteria to create dynamic lists that automatically update based on your specified parameters. Enhance your CRM experience and stay on top of your sales and marketing efforts with the strategic use of Smartlists.