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.

 

Filters

 

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

 

Filter

 

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. 

Filter 2

 

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

 

Filters 3

 

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

 

Filter 5