Update Your Smart List

As new leads come in or you update leads in your system, you may want to add those leads to your list before you send out your next text.

For example, after a week of making calls, you might want to update your Nurture Smart List to include those that recently changed from New Lead to Nurture.

To update a Smart List:

1. Filter your leads to match the criteria you used before.
   See also: Add Filters
2. Select the leads you want to add to the existing Smart List.
   See also: Select Leads
3. From the bar at the bottom, click Add to smart list.
   A list of your existing Smart Lists will appear.
4. Select the Smart List to update, then click APPLY.
   

Your Smart List will update with the leads you selected.

Remove Leads from a List

Conversely, you may want to remove leads from your list. those that recently changed from New Lead to Nurture.

To remove leads from a list:

1. Select the tab for your Smart List.
2. Add any filters to match the leads you want to remove.
3. Select the checkboxes for the leads to remove.
   See also: Select Leads
4. From the bar at the bottom, click Remove from smart list.
5. Select the Smart List to update, then click APPLY.
   

Your Smart List will update to no longer include the leads you removed.