Manage Smart Lists UI

Manage Smart Lists UI

May 27, 20261 min read

We’ve revamped the Smart Lists layout and icons. This update improves usability, visual consistency, and performance while aligning this page with the rest of the platform. Let's check the changes out!

⭐️How Do These Changes Affect You?:

  • Improved Usability: The enhanced layout and interactions make it easier to view, organize, and manage your smart lists.

  • Upgraded Icons: A refreshed share icon improves accessibility and makes the share action consistent across the system.

  • Design Consistency: This upgrade ensures a unified experience across the entire contacts module, increasing the ease of use.

⭐️How To Share Smart Lists With Other Users?

Let’s go over how to manage access to smart lists across users in the CRM!

  1. Go to the Smart List Tac in the Contacts section and click the three dots next to the add contact button.

  2. Select “Manage smart list.”

  3. Click the share icon to give access to other users.

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  4. Check the box next to each user you want to view the smart list, then click Save.

These changes will make the management process smoother, simplifying your experience and allowing you to navigate the CRM more intuitively. We hope you enjoy it!

Raichel.ai

Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

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