Use Smart Filters to Create Contact Lists

Create custom contact lists within Brivity. Any user can use Smart Filters to create and save contacts lists for their own CRM.

Brivity-Help-ic (3)-1 WALK ME THROUGH IT 



*Smart Filter lists are only viewable by the user who makes them.




Step 1: From Leads or People lists click on FILTER in the upper Right to filter your contacts




Step 2: Choose your criteria for this list and click FILTER at the bottom

Your filtered contacts will show up and the selected criteria will be visible at the top. 

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Step 3: Click the Save Filter button. Name your filter and then Save.


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Step 4: You can then access your saved Smart Filters from the Leads Index on the left of the CRM.


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