Streamline Contact Management with the New Community Groups Filter in Smart Lists

Introducing the Community Groups Filter in Smart Lists

Great news for all users looking to enhance their contact management efficacy! We've rolled out a new Community Groups filter in the CRM's Smart Lists, designed to give you more control and precision when dealing with your contacts.

What’s New?

With this new feature, a "Groups" filter is now conveniently available under the Client Portal section in the filter panel. By simply searching for "community" or "Client Portal," you can quickly surface the new filter, making it easier than ever to sort and manage your contacts based on the Community Groups they are part of. This means no more manual sorting or guesswork when managing your contact lists!

Why You’ll Love It

• Effortless Segmentation: With just a few clicks, you can segment users according to their community membership, ensuring your messages and campaigns reach the right audience.
• Targeted Campaigns: Run more effective and tailored campaigns or communications specifically for group members.
• Time Efficiency: Save valuable time when managing large communities by using smarter sorting techniques.
• Focused Lists: Maintain a laser-focused, community-driven contact list, enhancing your communication strategy.

To experience this new feature, navigate to Contacts → Smart Lists → Filters → Groups and see how it can transform your contact management.

For more guidance and details, feel free to explore our support resources or request a demo if you're new to SMBcrm.

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