# Smart Lists Filters

In order to create new smart lists, you will need to add filters.\
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Filters allow you to segment your contacts based on their position in the sales process or how they have interacted with your company.

### Filter Menu

Here you will see menu filter for your smart lists. This menu allows you to select filters and create your smart lists.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FerQWySce6JPjlSIxXqI4%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-ce0ae770547b75a3bd3ab774db969d00dee6f2e7_Smart%20List%20-%20Filter.png?alt=media&#x26;token=a9b4f336-f808-420e-b9bc-f9f49999f64e" alt=""><figcaption></figcaption></figure>

### Filter Drop Down

In order to select your first filter, you will need to click inside this input field.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2F03nT30F1z9MAxhtnOOwG%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-2ac918d1d83ea7c83f2f9c2004d74c25f5734f43_Smart%20List%20-%20Filters%20search%20.jpg.png?alt=media&#x26;token=6995f035-6048-4a12-bdab-bd8141c26acb" alt=""><figcaption></figcaption></figure>

### Selecting Your Filters

You should now see a list of filterable items you can select. These are the data points inside your CRM that can be used to filter contacts and create new smart lists.\
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Select a filter that will allow you to choose the custom fields you prefer then click <mark style="color:blue;">Apply</mark>. Once you apply, you are directed to the filter's details where you can either <mark style="color:blue;">Edit, Delete, or save as a Smart list</mark>. Click on the Save as a smart list, and it directs you to where you can name your list. Once you have named the list, click on either Save, Save as New, or Undo Unsaved.

![](https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2F5dVDRjID6uMG1u7FHi9D%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-18274d65db3ddc2f7e1ade09901afad6f0c5acb2_Smart%20List%20-%20Filter%20Menus.jpg%202.png?alt=media\&token=09a91448-b5c8-4598-aef8-caa4c72ec7ce)![](https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2F6ZHDvAMfuKbMR65r2MVS%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-eec3c9111cb2d0f5898f5c332b37f522ae1ef8a8_Smart%20List%20-%20Filter%20Menus.jpg%201%20\(2\).png?alt=media\&token=a6046b6e-e1f4-4e0e-955e-369033905d72)![](https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2FlzZLIMnLYXyQJAJnzTOr%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-e1497dfc9a25039aeb4f361f14f9faf850acb8ea_Smart%20List%20-%20Filter%20Menus.jpg%203.png?alt=media\&token=071d8fae-f398-47a3-a370-37fd870a23f9)

### Hiding Filters List

Once you are done selecting filters, you can hide the filters' side menu by clicking the same button that opened it up.

<figure><img src="https://3379043218-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhRoDQv6gyGL2CyFV4Oob%2Fuploads%2F58UuX9jRPUKd74KnActf%2Fspaces_SpDxRsrRdNpxcuWtIMiA_uploads_git-blob-7524cd7e5455702d780d5cb6b5cd0f9542d9bd2f_Smart%20List%20-%20Hiding%20Filters%20List%20(2).png?alt=media&#x26;token=062c098f-eb14-4f71-bc4b-b1d9ba519c41" alt=""><figcaption></figcaption></figure>
