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Smartlists

Make Smartlists Part of Account Snapshots

Instead of having to manually duplicate smartlists from 1 subaccount to another, make it saveable to an account snapshot. big time saver. HIGHLVL-I-3324

Save Smart List (Contacts) Columns

When I add columns to smartlists/columns, for example, opportunity and source, there is no way to save those columns. When you go back you have to add them again. There are certain columns I use all the time (other people too I'm sure). It would be great if there was a way to save them. HIGHLVL-I-1615

planned

Reorder columns in contacts/smartlists

Allow the ability to change column positions in contacts / smartlists. HIGHLVL-I-3313

planned

Contact ID to Update Contact Data in Forms/Surveys & Trigger WFs

The ability to create a form (for intake or check-in purposes) where the user can enter their unique contact ID (the native ID ghl creates) into the form in order to trigger automations or updates to their contact data. This would be huge for users who would like to use a form for something like checkins or updates for a specific contact when there may be "duplicate" phones/emails in the system. eg. a fitness gym might have a family of four people, each with the same phone/email, but they all have their own contact ID. each member could enter their contact ID to check-in. This would especially benefit any business with a sign-in sheet or check-in procedure such as health clubs, martial arts academies, medical clinics, chiros, etc.

Filter Phone Number by VALID, INVALID - or maybe even TYPE of validation

I know there is a workaround automation for this but it would be great to be able to have the option BUILT DIRECTLY IN to filter via valid Mobile, Landline, VOIP and even UNKNOWN.

Filter contacts by opportunity custom fields

In the smartlists, we can only filter by Opportunity Age, Stage, Pipeline and Status. We need the ability to filter contacts by any default or custom field in the opportunity. Use case example: We have added a dropdown called "Product Type" in the opportunity. Now, we need to get all contacts who have opportunities with a certain product type.

Add "Latest Task" Column in Smart List

Inside Smart Lists, would be useful to have Tasks involved, especially as a column. This way as a sales person, you can filter smart lists based on the next task due, and contact people with the latest task due/overdue, but do it within the SmartLists, rather than the Tasks view, which is limited, because you can't filter the Tasks view at all.

Make smartlists shareable between users

Please Create Default Column Customization

It would be amazing if we can customize the default column selection when you load up smart lists. Seems like it might an easy but super helpful addition to CRM functionality

Make TimeZone a column and a Filter in the Contact List view

This would be really helpful for organizing Leads / Contacts into Smart Lists, so the person calling can be more efficient and move faster, knowing that all the people they are calling are in the same time zone. This would be great to a Team Admin to be able to create Smart Lists for their Team members who are calling, so they will be organized for their day. HIGHLVL-I-2347

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