To create a smart list in NOVA CRM, start by navigating to the People section and selecting the filter option. Choose the field you want to filter by, such as First name, Last name, Email, Phone, Stages, Created, Tags, Source, or Last communication. Apply your desired filter criteria to display the relevant leads.
Once you have the filtered list, click on "Add List" at the top right corner. Name your new list and create it. The smart list will appear next to "All People" for easy access and future use.
This process allows you to efficiently manage and organize your leads based on specific criteria.
For any queries, you can reach out to us at [email protected] or call us at our support toll-free number +1 844 644 0023.