Opportunity Smart Lists

Modified on Thu, 7 May at 12:44 AM

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 Lists inside Opportunities
Save your preferred: advanced filters, sort order and visible fields
Create Smart Lists in either: Board view or List view
Choose where a Smart List appears: all pipelines or selected pipelines only
Set a Smart List as the default view for specific pipelines
Default views apply for all users in your 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 access or edit 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 Lists page to view all Smart Lists in one place

How It Works

Turn on Opportunity Smartlists – Views & Defaults from your account Labs
Go to Opportunities
Create a new Smart List in Board view or List 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 list to 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 your account Labs
By default, Smart Lists are shared with admins only
Users with edit access can also change sharing permissions
Default views are set at the 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 account to enable the feature and share feedback.