Smart Lists in CRM
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Questions and Answers

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?

  • 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?

  • 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?

    <p>CSV format</p> Signup and view all the answers

    What are the three sections in the pop-up window to configure a Smart List?

    <p>Upload, map, and details</p> Signup and view all the answers

    What is the purpose of the 'upload a file' option?

    <p>To select the desired file from the computer</p> Signup and view all the answers

    Why is it important to keep the list of contacts in CSV format?

    <p>To save the data in tabular form</p> Signup and view all the answers

    According to the text, what is the purpose of setting conditions for a Smart List?

    <p>To filter and segment contacts based on specific criteria</p> Signup and view all the answers

    What does the red icon indicate in the Smart List configuration?

    <p>Unmatched field values</p> Signup and view all the answers

    What option allows you to create a separate list of contacts so they don't get mixed up with existing contacts?

    <p>Creating a list from contacts</p> Signup and view all the answers

    What does tagging contacts help with?

    <p>Identifying and marking contacts for easy recognition</p> Signup and view all the answers

    What can you do with a Smart List?

    <p>Utilize it for targeted email campaigns, SMS broadcasts, or automations</p> Signup and view all the answers

    Where can you navigate to use a Smart List as your audience or trigger condition?

    <p>Corresponding campaign or automation</p> Signup and view all the answers

    What does the CRM have a separate tab for?

    <p>Managing and editing Smart Lists</p> Signup and view all the answers

    What can you do with Smart Lists as your business evolves?

    <p>Update or edit them</p> Signup and view all the answers

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