Create Custom Smart Lists to Filter Contacts/Leads

In this video we look at how to create custom Smart Lists in the Contact section of your Coach Builder Pro (CBP) account.

These smart lists can be helpful for filtering your leads based on specific information.

As an example in this video we specifically look at how to create smart lists for filtering past challenge participants from current challenge registrants which can be helpful if you want to invite past participants to an upcoming challenge.

This same process applies to creating smart lists to filter your leads on a wide variety of account information and is very customizable.