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Managing, Modify, and Cloning Smart Lists

How to duplicate, share, rename, or erase a Smart List

Updated: August 27, 2026

 

  1. To Access your Smart Lists, go to the Contacts section and select a Smart List name from the top to open it.
  2. If you want to Modify an existing Smart List, open it, and you'll see the saved filters for that list on the right-hand side.
  3. Select the trash can icon or the X. To modify a filter, click the pencil icon or the dropdown arrow to remove a filter. Use the Save icon to store your changes.
  4. To Manage your Smart Lists, click the three-dot menu in the top-right corner of the Contacts page. From there, you can duplicate, share, rename, or delete a Smart List using the options on the right.


Screenshot 2026-08-27 at 8.55.19 AM