Save Company Views with Smart Lists

If you find yourself applying the same filters to your company list over and over, save that view as a smart list instead of rebuilding it every time.

What a smart list remembers

• Your filter criteria
• Your sort order
• Which fields/columns are visible

Creating one

1. Go to Contacts → Companies.
2. Click + List.
3. Apply the filters, sort order, and visible fields you want.
4. Name the list something you'll recognize later.
5. Save it.

Reopen it any time and your exact configuration is right where you left it — no need to reapply filters manually.

Useful ways to use this

• Track high-value accounts above a certain revenue threshold
• Group companies by industry or account tier
• View accounts assigned to a specific team member
• Flag accounts approaching a renewal date

Keeping it current and shared

Smart lists update in real time as company data changes, so you're always looking at a live view, not a stale snapshot. You can also share a list with your whole team or specific people, giving them either Can View or Can Edit access — and you can duplicate an existing list as a starting point for a variation, rather than building a similar one from scratch. Filtered results can also be exported directly from the list.