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 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 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 Subaccount 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 Subaccount 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 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.