Create a Smart List for Calling Closed Clients
This guide provides step-by-step instructions on how to create a smart list for calling closed clients.
46 steps
Cerberuscrm
1
Click "Contacts"
2
Click "More Filters"
3
Click the "Search and add a filter" field.
4
Type "tag"
5
Click "Tag"
6
Click the "Add Tags" field.
7
Type "closed"
8
Click "02. stage | consumer - closed client"
9
Click "Apply"
10
Click "AND"
11
Click the "Search and add a filter" field.
12
Type "phone"
13
Click "Phone"
14
Click the "Is not empty" field.
15
Click "Apply"
16
Click "AND"
17
Click the "Search and add a filter" field.
18
Type "dnd"
19
Click "DND"
20
Click the "Is not" field.