Duplicate a Smart List

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When you duplicate a list, all the leads in that list will be added to the new list you create with its own unique name and description.

Duplicating a Smart List is an easy way to take an existing list of leads, modify the filters a bit, and create a new list. 

To duplicate a smart list: 

  1. On the far right of the My Leads table, click the (...) button.
  2. Click Manage Smart Lists.

  3. In the modal that appears, hover your mouse over the Smart List you want to duplicate, then click Duplicate.
  4. Give the new list a name and description, then click DUPLICATE.

Your new Smart List will appear as a new tab with all the same leads as the original Smart List.

From here, you can make any changes you want to that Smart List without affecting the original list.

See also: Update Your Smart List

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