Overview
The new Contact List View and SmartList 2.0 have been fully launched to all customers, following their Beta phase post-LevelUp.
This major enhancement simplifies the overall experience by bringing sorting, field management, and advanced filtering into one unified workflow. The SmartList sharing experience has also been reworked to provide more granular control over access and permissions.
What’s New?
- Refreshed Contact List View featuring a cleaner, more user-friendly interface.
- A unified list view design that aligns with other CRM pages.
- Improved column management with quick search and drag-and-drop reordering.
- A powerful new filter builder supporting AND/OR logic for advanced use cases.
- The loading speed of the page has improved drastically - its much faster than the old UI
- SmartList 2.0 enhancements that unify:
- Sorting
- Manage Fields
- Advanced Filters
- Upgraded Sharing & Permissions, allowing precise control over who can view or edit SmartLists.
How to Use
- Go to Contacts > SmartLists to access the new experience.
- Create SmartLists using Advanced Filters with AND/OR logic.
- Customize your view by adding, removing, or rearranging fields via Manage Fields.
- Share SmartLists with your team from Sharing & Permissions, assigning view or edit access as needed.
Why This Matters
- Delivers a more consistent, flexible, and powerful Contacts experience across the CRM.
- Cuts down the time required to configure and manage SmartLists.
Whats next
- Bringing in more operators in advanced filters to increase customer efficiency
- More consistency among operators of the same type