Build smart lists

Save a filtered group of clients so you can work them again later.

What this is

A smart list (segment) is a saved filter — for example "all buyers in Miami who contacted us this week."

The list updates itself when new clients match your rules.

UI path: CRM → Clients → Segments

Steps

1. Open segments

   Go to CRM → Clients. Click Segments in the top tabs.

2. Start a new list

   Click New segment. Give it a clear name like "Hot buyers — downtown".

3. Add rules

   Click Add filter. Pick a field (stage, city, tags, source, etc.) and set the value. Add more rules if needed.

4. Preview the count

   Watch the client count at the top. It should match what you expect before you save.

5. Save and use

   Click Save. Open the segment anytime to call, email, or export that group.

Expected result

The segment shows the right clients today and keeps updating as new people match your rules.

Open smart lists →