---
title: Find and group contacts with Smart Lists in Infinity3
description: "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…"
url: "https://www.infinity3.co.uk/help/find-and-group-contacts-with-smart-lists-in-infinity3/"
updated: "2026-10-07"
category: "Infinity3 Platform / Contacts & CRM"
---

# Find and group contacts with Smart Lists in Infinity3

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.