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Knowledgebase : Smart list
   

* Smart Lists are great tools to dynamically segment your contacts based on their attributes or actions. * You can also use smart lists to send notifications to other users or to yourself. * To create a smart list, go to the connections section of y...
When you create a company smart list, all users in your company will automatically have access to this list in their account. _Note: Only administrators have the ability to create company smart lists. If you do not have access to this feature, contact t...
SMARTLIST TODO NOTIFICATIONS There are contact notifications and opportunity notifications. CONTACT TODO NOTIFICATION: To enable smart list notifications, go to "Connections", then "Lists", and then "Smart lists". From there, select the list that ...
* User Smart Lists are great tools to dynamically segment users based on their attributes or actions. * You can also use smart lists to send notifications to other users or to yourself. * To create a smart list, go to the connections section of your...
First, start the process of setting up a smart list, up to the point where you reach the "conditions tab". For instructions on how to do that, click here [http://my.mindmatrix.net/index.php?/Knowledgebase/Article/View/356#gsc.tab=0]. When you reached th...
If you are a channel manager or admin in a Mindmatrix Channel Program, you will be using the user smart lists to identify your top and lowest performing partners and send them user email campaigns to encourage further adoption of your program and tools in...
A Smart List is a fluid and dynamic list that is based on conditions or activity. If you'd like to share contacts based on these conditions, establish the list and then share this list across desired users. PLEASE NOTE, that sharing the smart list will ...