new
Opportunities and Pipelines
Opportunity Smart Lists
Managing opportunities just got more flexible.
You can now create
Opportunity Smart Lists
to save a customized opportunity view with your preferred filters, sorting, and visible fields
— and reuse that view anytime without setting it up again.This helps teams quickly switch between the opportunity views they use most.
What’s New?
- Added Opportunity Smart Listsinside Opportunities
- Save your preferred: advanced filters, sort order and visible fields
- Create Smart Lists in either: Board vieworList view
- Choose where a Smart List appears: all pipelines or selected pipelines only
- Set a Smart List as the default viewfor specific pipelines
- Default views apply for all users in the sub-account, not just the person setting it
- Duplicate an existing Smart List to quickly create another version
- Export Smart List results to CSV
- Share Smart Lists with: admins only, all users or selected users
- Give shared users either view accessoredit access
- Copy and share a direct link to a Smart List
- Save updates back to the same Smart List or save them as a new one
- Added a Manage Smart Listspage to view all Smart Lists in one place
How It Works
- Turn on Opportunity Smartlists – Views & DefaultsfromSubaccount Labs
- Go to Opportunities
- Create a new Smart List in Board vieworList view
- Apply the filters, sorting, and fields you want
- Choose which pipelines the Smart List should appear in
- Name the Smart List and save it
- Reopen it anytime to continue editing, sharing, exporting, or duplicating it
- Open Customize listto update settings like: Show in, Default view, Duplicate, Export, Sharing & Permissions and Delete List
Why It Matters
- Reduces repetitive setup for teams working in Opportunities
- Makes it easier to return to the exact views you use most
- Helps standardize pipeline views across users
- Makes sharing important filtered views much easier
- Gives admins better control over how opportunity views are organized
Notes
- This feature is currently available in Subaccount Labs
- By default, Smart Lists are shared with admins only
- Users with edit accesscan also change sharing permissions
- Default views are set at the sub-account level, not per individual user
Feedback
This is a highly requested feature and we’d love feedback as more teams start using it.
Go to
Labs
in your sub-account to enable the feature and share feedback.