Global Smart List in Snapshots
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joshua@xrev.co
Include smart lists in snapshots so customers have the ease of pre-customized lists to see their leads in different segments.
HIGHLVL-I-2111
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Cameron Arsenault
Please build this! Smart Lists are the best ways to make sure Leads don't get lost in the cracks of the sales process!!
The conversations tab doesn't have appropriate filters.
The opportunities view doesn't have the conversation history.
The "To Do" lists are a pain to use, having to open 7,000 tabs
Smart Lists are the only way to be efficient and having to recreate them inside every account is a PAIN!
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Christina Hawkins
This would be so helpful. We use smartlists so often for reporting and it's a pain to recreate each time.
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Corey Riddle
This isnt probably ever getting built judging by the date of this submission lol
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Pedro Poleza
Corey Riddle unfortunately...
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Joey Glyshaw
YESSSSS
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Cameron Arsenault
Please please pleeaasseee Implement this!! Would be a MASSIVE help to our operations.
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Brad Behlow
Snapshot smart lists is huge! Same with Auto-Share SmartLists with Agency Admins. Allow agency admins to automatically see all SmartLists made by sub-account users, preventing duplicate lists and making management easier.
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Shayne Hillier
Yes! This is so needed. Please upvote!
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Reuben Santer
YES YES YES Shawn get on this please
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Victoria Griggs
Yes, please! Right now, I'm having to show every new user how to create the same smart lists and it adds one more task/obstruction to onboarding. Would LOVE to be able to define the segments in the snapshot and make the same Smart Lists available to everyone.
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Clifford Paulick
Seems basic. Why not!
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