Smart lists

A smart list is a saved filter on your contacts. Unlike a static CSV export, it updates in real time as contacts change — so "customers with no activity in 90 days" is always accurate.

Build one

1. 1
   Open Contacts

   Click the filter icon.
2. 2
   Add filter conditions

   Combine on tags, custom fields, last activity, attribution, Pipeline AI stage, etc.
3. 3
   Preview

   The contact count updates live as you change filters.
4. 4
   Save as smart list

   Give it a name. It appears in the sidebar and can be opened with one click.

Use smart lists for

• Triggering bulk campaigns — pick the smart list, send.
• Dashboard KPIs — "active customers this month."
• Workflow audience — "fire this workflow for everyone in this list, daily."
• CSV exports — smart list → export keeps the criteria.