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Optimizing Outreach with SmartLists in Surplus Systems

Master the art of segmenting and targeting your audience using SmartLists within the Surplus Systems CRM. This guide will show you how to create, manage, and utilize SmartLists to refine your marketing strategies, enhance customer engagement, and drive sales effectively.

1. Begin by selecting Contacts Tab

1 Click on the element.

2. Next, choose the option for 'Manage Smart Lists'.

2 Click on "Manage Smart Lists".

3. This is where your 'Smart Lists' are located.

3 Click on "Smart Lists".

4. To copy Smart list, click this icon.

4 Once that's done, click on the element.

5. if you wish to re-name your duplicated Smart List, you can do it here before saving.

5 Afterwards, click on "Cancel".

6. Afterwards, make sure to hit 'Save' to confirm changes.

6 Once that's done, click on "Save".

7. Your copied Smart List can be seen here

7 Click on "All".

8. Next, click on share Smart List icon

8 Once that's done, click on the element.

9. You can now select the contact that you wanted to share the smart list.

9 Then, click on "Cancel".

10. Next, hit 'Save' to share it successfully.

10 After that, click on "Save".

11. Next, click on edit Smart List icon.

11 Next, click on the element.

12. To conclude, click on 'Save' to confirm actions.

12 After that, click on "Save".

13. You have successfully edited your Smart List!

13 After that, click on "Smart Lists".

14. Last action is to click 'Delete' icon

14 Click here.

15. Click 'OK' to confirm

15 Click on "Ok".

16. Smart List successfully deleted.

16 Click on "All".

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