How do I create a Company Organization Smartlist?

How do I create a Company Organization Smartlist?

Go to the Setup tab > Company smart list > Organizations lists.

Note: On the Bridge platform, clients can personalize menu navigation to better suit the specific needs of their Users. Things may be under a different part of your navigation bar depending on your settings and customization. Contact your platform administrator, Support Team or Consultant for further assistance if you can’t find the selection noted.





Click on "Create".


Enter a "Name", and then click on the 'next' icon.



Optional information fields: 

A. Description: add any relevant explanatory notes and comments

B. Filters: add search filter tags



Create “Conditions” as you would for a standard "Contact Smart List". When you have made your selections, click on the 'next' icon.

Learn more about creating Smart Lists here: How do I create a Smart List?



Select any relevant actions for the platform to automatically on list entries. When you have made your selections, click on the ‘next’ icon.




Actions:
A. Remove From Organization Group(s) - the platform will automatically remove any Organizations on this list from the following Organization Group(s)
B. Add To Organization Group(s) - the platform will automatically add any Organizations on this list to the following Organization Group(s)
C. Update Organization Info - Update ‘Info’ section of the Organizations on this list. (Overwrites any pre-existing data). A user can tell the platform to modify any data entry field under the following tabs: 
a.  Info
b. Preferences 
c. Stages 
D. Add Filters - apply the following search Filter tag(s) to all entries on this list
E. Remove Filters - remove the following search Filter tag(s) from all entries on this list.



Click “Finish” to generate your list.


Notifications and ToDo

  1. Set automated email notifications


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