Smart Lists in CRM

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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?

CSV format Signup and view all the answers

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

Upload, map, and details Signup and view all the answers

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

To select the desired file from the computer Signup and view all the answers

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

To save the data in tabular form Signup and view all the answers

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

To filter and segment contacts based on specific criteria Signup and view all the answers

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

Unmatched field values 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?

Creating a list from contacts Signup and view all the answers

What does tagging contacts help with?

Identifying and marking contacts for easy recognition Signup and view all the answers

What can you do with a Smart List?

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

Smart Lists in CRM

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Questions and Answers

Where can you find the Smart Lists feature in the CRM?

What is the purpose of Smart Lists?

What is the first step to create a new Smart List?

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

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?

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 does tagging contacts help with?

What can you do with a Smart List?

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 can you do with Smart Lists as your business evolves?

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