How to Create a Smart List for Trigger Alerts

This guide provides step-by-step instructions on how to create a smart list for trigger alerts. By following these steps, users can easily filter and organize their contacts based on specific tags, allowing them to efficiently manage and track trigger alerts.

24 steps

Cerberuscrm

Navigate to [https://app.cerberuscrm.com/v2/location/I4diUwPf99ddwJukptC2/dashboard](https://app.cerberuscrm.com/v2/location/I4diUwPf99ddwJukptC2/dashboard)

Click "Contacts"

Click "More Filters"

Click the "Search and add a filter" field.

Type "tag"

Click "Tag"

Click the "Add Tags" field.

Type "trigger"

Click "00. system | trigger alert"

Click "Apply"

Click "AND"

Click the "Search and add a filter" field.

Type "tag"

Click "Tag"

Click here.

Click the "Add Tags" field.

Type "booked"

Click "05. consult - booked"

Click "Apply"

Click here.

Click the "Name" field.

Type "Database Calls - Trigger Alerts"

Click "Save"

Click this icon.