Infinity3 Help Centre

Use search to find an individual contact and Smart Lists to keep a group available for regular review.

A Smart List updates automatically as contacts meet or stop meeting its saved conditions.

Before you start

You’ll need access to Contacts. Your permissions determine which records and lists you can manage.

Find a contact

1. Open Contacts → Smart Lists.
2. Use the search field to find the customer.
3. Click their name to open the record.

If they don’t appear, clear active filters and check the spelling or contact details.

Create a Smart List

1. Open Contacts → Smart Lists.
2. Click Add Smart List.
3. Choose a filter, such as a contact tag.
4. Enter the condition and click Apply.
5. Add further conditions if needed. AND requires contacts to meet every condition.
6. Name the list clearly and click Create.

For example, create a list for contacts with your agreed website-service-interest tag.

Update a Smart List

Open the saved list, edit its conditions through Advanced Filters, then save the changes.

Things to know

• Membership follows the saved conditions; you don’t add contacts manually.
• A saved list does not send messages by itself.
• Check the matching records before applying a bulk action.

If a list looks incomplete, check its filters and the details saved on the missing contacts.