Podcast
Questions and Answers
Where can you find the Smart Lists feature in the CRM?
Where can you find the Smart Lists feature in the CRM?
- On the main dashboard
- In the sidebar menu (correct)
- Under the contacts option
- All of the above
What is the purpose of Smart Lists?
What is the purpose of Smart Lists?
- To automate lead management
- To enhance marketing campaigns
- To import contacts from an external list
- All of the above (correct)
What is the first step to create a new Smart List?
What is the first step to create a new Smart List?
- Choose the option of 'import contacts' (correct)
- Click on the 'upload a file' option
- Give the list a meaningful name
- Configure the Smart List details
What type of file format should the list of contacts be in?
What type of file format should the list of contacts be in?
What are the three sections in the pop-up window to configure a Smart List?
What are the three sections in the pop-up window to configure a Smart List?
What is the purpose of the 'upload a file' option?
What is the purpose of the 'upload a file' option?
Why is it important to keep the list of contacts in CSV format?
Why is it important to keep the list of contacts in CSV format?
According to the text, what is the purpose of setting conditions for a Smart List?
According to the text, what is the purpose of setting conditions for a Smart List?
What does the red icon indicate in the Smart List configuration?
What does the red icon indicate in the Smart List configuration?
What option allows you to create a separate list of contacts so they don't get mixed up with existing contacts?
What option allows you to create a separate list of contacts so they don't get mixed up with existing contacts?
What does tagging contacts help with?
What does tagging contacts help with?
What can you do with a Smart List?
What can you do with a Smart List?
Where can you navigate to use a Smart List as your audience or trigger condition?
Where can you navigate to use a Smart List as your audience or trigger condition?
What does the CRM have a separate tab for?
What does the CRM have a separate tab for?
What can you do with Smart Lists as your business evolves?
What can you do with Smart Lists as your business evolves?
