Be honest, how much time do you spend manually updating your contact lists? It’s ok, this is a safe space.
If you are only using static lists, chances are you are spending more time than you’d like to admit keeping your lists up-to-date, please allow us to introduce you to the ultimate game-changer: the smart list. What is a smart list?
A smart list, also known as an active list, is a contact list within a CRM that automatically updates depending on specific criteria. Contacts can be automatically added to the list when they fit certain criteria and can be automatically removed from the list when they no longer meet the list criteria.
For salespeople who are managing lengthy contact lists in their CRM, keeping information organized and up-to-date is essential.
When your contact record...