This article builds on the article Contacts and Folders If you are not familiar with with creating folders, please read the Contacts and Folders article first. Smart folders are a feature that can be added to the SmashFlyX platform.
Search on the contacts you want and then highlight their cards. From here, you can create a folder. In our example, I searched on contacts that begin with the keyword Manager within 10 miles of New York and who joined in the first 9 months of 2020. The results contain 153 candidates. I highlighted all of them to move them to a folder. These conditions will become the basis of my smart folder. Once created, the folder will continue to fill with contacts who fit this description.
I highlight all of them. Selecting the Actions button makes the options appear in the upper left. I select Add to Folder and the folder options appear. I create a new folder and designate it a Smart Folder
Select Create and the Smart Folder will be created. Behind the scenes, the initial search you did is now connected to the folder. It will continue to put in new contacts that meet the search criteria. You can also update the search criteria if desired by selecting the Edit Settings button on the Smart Folder Settings.