Save Custom Views with Smart Lists

Save your filters, sort order, and column layout so you can jump back instantly.

What a Smart List remembers

Applied filters, sort order, visible fields/columns, pipeline scope, board or list format.

Creating one

1. Go to Opportunities, click + List.
2. Choose List or Board format.
3. Apply filters.
4. Set sort preference.
5. Use Manage Fields for columns/card fields.
6. Under Show In, choose which pipeline(s).
7. Name and save.

Using Smart Lists day to day

Set any Smart List as your default view. Supports duplication, editing, and sharing (view-only or editable).

A useful extra: exporting

List-type Smart Lists export straight to CSV.

One thing to keep in mind

A teammate's account role and data permissions still apply on top of a shared list.