Build a Smart List
Categories and Keywords help you organize your data. Smart Lists put that data to work — they're saved filters that automatically show you exactly what you need, updated in real time.
Create Your First Smart List
Let's build one that shows all your Contacts with the Category "Client."
Click People in the sidebar.
Click the filter icon to open the filter bar.
Set the filter to Category is Client.
You'll see your list update instantly with matching Contacts.
Click Save as Smart List and give it a name — like "All Clients."
Your Smart List now appears in the sidebar. It's always current — if you add a new Contact and set their Category to Prospect, they'll show up automatically. No searching, no remembering.
Get Even More Specific
Smart Lists get powerful when you combine filters. For example:
Opportunities where Pipeline Stage is Proposal and Keyword contains High Priority — shows your hottest deals.
Tasks where Due Date is overdue and Owner is me — shows what you've fallen behind on.
People where Keyword contains VIP and Category is Client — shows your most important relationships.
Add multiple filters by clicking the + icon in the filter bar. Each filter narrows the results further.
Build Your Daily Routine
Think of Smart Lists as your go-to views for how you actually work. Instead of scrolling through every contact or task, you open the Smart List that answers the question at hand: Who are my prospects? Which deals need attention today? What's overdue?
Some people build a handful of Smart Lists and check them every morning. Others build dozens for different roles and workflows. Start with two or three that match the questions you ask most often, and add more as your needs grow.
Learn more: Creating a Smart List — a deeper walkthrough with more examples and advanced filtering.
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