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A smart list is a saved filter over one object. Its membership isn’t stored. It’s whatever records match the filter right now, recomputed on every open. Add a matching record anywhere in Custral and it appears in the list automatically; change a record so it no longer matches and it drops out. No filter = every record of the object. That’s the intended way to make a plain “all my Contacts” list.

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When to pick a smart list

  • A living segment (“Leads with no contact in 90 days”, “accounts with health < 40”).
  • A dashboard list that must always be current.
  • Any “everything that matches X” set you’d otherwise re-curate by hand.

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Setting the filter

Open the list and click Edit filter to open the filter builder: the same pills, operators, and fields you use on a view. Apply, and the list re-resolves. Leave it empty to include every record.

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What’s different from a static list

  • No manual add / remove: membership is the filter, not a hand-picked set. To change who’s in it, change the filter.
  • No stored membership: nothing to back up or drift; it’s a query.
Need a filtered list that also remembers who you’ve worked and hands you a fresh batch each cycle? That’s a cohort.

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See also