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Smart lists

A smart list is a contact segment defined by a rule, so it stays up to date on its own — unlike a List, which you fill by hand.

Lists → Smart lists (Intelligente Listen). Each smart list stores its conditions; open one to run it and see the matching contacts.

  1. Add a smart list and name it.
  2. Set the conditions — the field a contact must match (class, company, tag, rating, and so on).
  3. Run it to see the matches. Edit or Delete it from here.

Select Share smart list to hand the segment to a colleague — the same conditions, so they see the same contacts.

Applies to VNClagoon 2026.09 and later. Last reviewed on 27 September 2026.

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