Smart Lists are essential in organizing and categorizing contacts. With the integration of enhanced Smartlist filters in TekMatix, users have an unparalleled tool at their disposal, facilitating an even richer user experience. Dive into the intricacies of creating, editing, and leveraging the potential of these advanced filters.

Smart Lists allow for optimal contact organization. You can design lists by tweaking filters as per your requirements. Whether you employ a single filter or multiple, you have full control to shape the depth of your contact filtering. Remember, the more filters you use, the more specific your list becomes.

Follow these steps to learn how to create, edit, and use Smart Lists:

Part 1: Crafting a Smart List

• Navigate to Contacts > Smart Lists in TekMatix

• Click on the ‘More Filters’ button to access an extensive range of filters.

Selecting and Implementing Filters

Relish the flexibility of employing as many filters as you desire. You can opt for rudimentary filters like tracking inactive leads over the past 60 days or identifying leads via tags. Alternatively, blend various filters for a laser-focused approach.

• Filters are neatly arranged into categories for straightforward navigation, with frequently used filters conveniently perched at the top.

• On selecting a filter, a prompt will guide you to provide the necessary details.

• For instance, in the "Created By Filter", start by searching ‘Created By’, then choose between 'is' or 'is not', and finally select a user from the dropdown menu

Here is an example of using the Business Name filter to find any contact that has a business name in that particular field:

• Confirm your filter choice by hitting the "Apply" button and you will be able to view the completed filter

Review and Amplify Your Filters

The filters you've added will be displayed on the right side of the screen. This allows you to preview how your filters interact and stack up.

• To introduce more filters, simply click on the “AND” button.

Consolidate Your Smart List in  TekMatix

Once you're pleased with your filters, select “Save as smart list”. This action crystallizes your filter configuration in CompanyName, granting you the freedom to modify or remove this list whenever you wish.

Part 2: Delving into Smart Lists in TekMatix

Accessing Your Smart Lists

• Within the 'Contacts' segment of TekMatix, the default view is labeled "All". To hone in on a specific Smart List, just click its name.

Editing and Duplicating Your Existing Smart Lists

• Choose any existing Smart List. This will reveal the corresponding filters on the right.

• To omit a filter, use the trash can or X symbols. The pencil icon or dropdown arrow lets you modify a filter.

• After making changes, click on the save icon. If you’re looking to preserve this as a distinct list, hit the “+” symbol. For any slip-ups, Simply use the undo arrow to revert any unsaved changes.

Advanced Features & Settings

• Navigate to "Manage Smart Lists" situated in the top right of the Contacts page.

• Here, you can see an overview of your Smart Lists, with options to copy, share, edit the name, or delete a Smart List.

Embrace the advanced filters and functionalities. For instance, the Smartlist table includes additional columns that allow you to view more data points such as additional phones, emails, timezones, countries, and associated websites directly on your Smartlist. Plus, exporting contact data is rich and comprehensive this way.

Wrapping Up

From the simplicity of using a singular filter to the depth offered by the enhanced filters, Smart Lists in TekMatix revolutionize the way you manage contacts. By intertwining the traditional methods of creating and editing Smart Lists with the advanced functionalities, you are set to maximize your strategies in TekMatix, ensuring accuracy and efficiency. Embrace these advancements, and witness a transformative change in your endeavors within TekMatix.