Build the rules
- Create a new group and turn on Smart group.
- Choose whether a client must match all conditions or any.
- Add up to ten conditions and save.
| Condition | Matches |
|---|---|
| Status | Lead, prospect, active, inactive. |
| KYC status | For example approved. |
| Classification | For example accredited or professional. |
| Client type | Individual or entity. |
| Country | Country of the client. |
| Preferred currency | The client's currency. |
| Tag | A tag on the client. |
| Amount invested | Above or below an amount. |
| Holding a property | Clients who own fractions of a property. |
How members are kept
- Members are calculated when you save and again every hour.
- Markets, announcements and filters treat a smart group exactly like any other group.
- Archived and erased clients never match.
- You cannot add or remove members by hand. To do that, switch the group back to a manual group, which keeps its current members.