# Smart Lists in Opportunities > Learn how to create, save, share, export, and manage Opportunity Smart Lists in GHL Customer Care for reusable pipeline List and Board views. - Source: https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/smart-lists-in-opportunities - Section: Opportunities & Pipelines / Managing Opportunities - Reading time: 8 min - Images: 17, each explained below - Modified on Mon, 4 May at 7:06 PM --- Opportunity Smart Lists help teams save and reuse customized views in the Opportunities area of GHL Customer Care. Instead of rebuilding the same filters, sorting, and visible fields each time, users can save a configured view and return to it whenever they need to review pipeline data. Smart Lists can be created for both List view and Board view, making it easier to standardize deal reviews, manage pipeline workflows, and collaborate across teams. --- **TABLE OF CONTENTS** - [What are Opportunity Smart Lists?](#what-are-opportunity-smart-lists) - [Key Benefits of Opportunity Smart Lists](#key-benefits-of-opportunity-smart-lists) - [List and Board Smart Lists in Opportunities](#list-and-board-smart-lists-in-opportunities) - [Managing Opportunity Smart Lists](#managing-opportunity-smart-lists) - [Editing an existing Smart List](#editing-an-existing-smart-list) - [Duplicating a Smart List](#duplicating-a-smart-list) - [Exporting a Smart List](#exporting-a-smart-list) - [Sharing a Smart List and Copying a Link](#sharing-a-smart-list-and-copying-a-link) - [How To Setup Opportunity Smart Lists](#how-to-setup-opportunity-smart-lists) - [Managing all Smart Lists](#managing-all-smart-lists) - [Frequently Asked Questions](#frequently-asked-questions) - [Related Articles](#related-articles) --- # **What are Opportunity Smart Lists?** Opportunity Smart Lists are saved opportunity views that help users quickly return to the exact pipeline layout they need. They are useful when teams regularly review the same types of deals, such as stale opportunities, high-value deals, recently updated opportunities, or pipeline-specific working views. --- ## **Key Benefits of Opportunity Smart Lists** Opportunity Smart Lists reduce repetitive setup and help teams work from consistent pipeline views. By saving the way opportunities should appear, admins and users can create reliable views for daily reviews, follow-up tracking, reporting, and team collaboration. - **Reusable opportunity views:** Save filters, sorting, and visible fields in a named view so users do not need to rebuild the same setup repeatedly. - **Organized List and Board views:** Create Smart Lists for either table-style review or visual pipeline management. - **Pipeline-specific visibility:** Choose whether a Smart List appears across all pipelines or only in selected pipelines. - **Default pipeline views:** Set a Smart List as the default view for one or more pipelines so users land on the right view first. - **Improved collaboration:** Share useful Smart Lists with all users or selected users in the sub-account. - **Controlled editing access:** Assign view or edit access depending on whether users should only open the Smart List or modify its configuration. - **Faster reporting:** Export the opportunity records returned by a Smart List when a CSV file is needed. --- ## **List and Board Smart Lists in Opportunities** Opportunity Smart Lists can be created from either List view or Board view. Both types appear together in the Smart List area, so users can quickly switch between saved List and Board views from the same place. Since List and Board Smart Lists appear together, the icon beside the Smart List name helps users identify which type of saved view they are opening. **Board Smart Lists** Board Smart Lists display opportunities in a stage-based board layout. They are helpful when users need to visually manage deal movement, review pipeline stages, or work from a Kanban-style pipeline view. Board Smart Lists can be identified by the board-style icon beside the Smart List name. **List Smart Lists** List Smart Lists display opportunities in a table-style layout. They are helpful when users need to review many opportunity details at once, sort records, compare fields, or work from a structured list. List Smart Lists can be identified by the list-style icon beside the Smart List name. ![List and Board Smart Lists in Opportunities (image 1 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155070557161/original/GBRL41TQuRBoHcVJAmz7uW7_c0l6W6O2kA.png) **List and Board Smart Lists in Opportunities (image 1 of 17)** This screenshot appears in the "List and Board Smart Lists in Opportunities" section of "Smart Lists in Opportunities". The text alongside this image reads: List Smart Lists List Smart Lists display opportunities in a table-style layout. They are helpful when users need to review many opportunity details at once, sort records, compare fields, or work from a structured list. List Smart Lists can be identified by the list-style icon beside the Smart…. Immediately after, the guide continues: Managing Smart Lists from one place helps admins and teams keep saved views organized, accurate, and easy to maintain. These tools are especially useful when multiple users rely on the same pipeline views. - What this covers: List Smart Lists List Smart Lists display opportunities in a table-style layout. They are helpful when users need to review many opportunity details at once, sort records, compare fields, or work from a structured list. List Smart Lists can be identified by the list-style icon beside the Smart List name. - Controls: Board Smart Lists, List Smart Lists - Next: Managing Smart Lists from one place helps admins and teams keep saved views organized, accurate, and easy to maintain. These tools are especially useful when multiple users rely on the same pipeline views. --- ## **Managing Opportunity Smart Lists** Managing Smart Lists from one place helps admins and teams keep saved views organized, accurate, and easy to maintain. These tools are especially useful when multiple users rely on the same pipeline views. ### **Editing an existing Smart List** You can update an existing Smart List when the saved filters, sorting, visible fields, pipeline visibility, or default settings need to change. Editing a Smart List updates the saved view, so review changes carefully before saving, especially if the Smart List is shared with other users or set as a default view. To edit a Smart List: 1. Open the Smart List. 2. Click on **Customize list.** 3. Change the filters, sorting, visible fields, or other Smart List settings. 4. When **Unsaved Changes** appears, choose how you want to handle the update. Use **Save** only when you want to update the existing Smart List. If you want to create a variation without changing the original, duplicate the Smart List first, then make edits to the duplicated version. ![Editing an existing Smart List (image 2 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155070557173/original/TpaDG009Y9hHEl_kL81cQwu4SruH0v-FeQ.png) **Editing an existing Smart List (image 2 of 17)** This screenshot appears in the "Editing an existing Smart List" section of "Smart Lists in Opportunities". The text alongside this image reads: Use Save only when you want to update the existing Smart List. If you want to create a variation without changing the original, duplicate the Smart List first, then make edits to the duplicated version. Immediately after, the guide continues: Duplicating a Smart List helps users create a similar view without rebuilding the setup manually. This is the best option when you want to create a variation of an existing Smart List while keeping the original view unchanged. - How to confirm: Use Save only when you want to update the existing Smart List. If you want to create a variation without changing the original, duplicate the Smart List first, then make edits to the duplicated version. - Controls: Customize list., Unsaved Changes, Save - Next: Duplicating a Smart List helps users create a similar view without rebuilding the setup manually. This is the best option when you want to create a variation of an existing Smart List while keeping the original view unchanged. Full procedure: 1. Open the Smart List. 2. Click on Customize list. 3. Change the filters, sorting, visible fields, or other Smart List settings. 4. When Unsaved Changes appears, choose how you want to handle the update. ### **Duplicating a Smart List** Duplicating a Smart List helps users create a similar view without rebuilding the setup manually. This is the best option when you want to create a variation of an existing Smart List while keeping the original view unchanged. To duplicate a Smart List: 1. Open the Smart List. 2. Click **Customize list**. 3. Select **Duplicate**. 4. Enter a name for the duplicated Smart List. 5. Save it. This is useful when creating similar views for different teams, pipelines, or review processes. ![Duplicating a Smart List (image 3 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155070557209/original/QLsvvfBZC9UF2qo82Qp85LPSti4e9Ec_ZA.gif) **Duplicating a Smart List (image 3 of 17)** This animation appears in the "Duplicating a Smart List" section of "Smart Lists in Opportunities". The text alongside this image reads: This is useful when creating similar views for different teams, pipelines, or review processes. Immediately after, the guide continues: Export allows users to download the opportunity records returned by the Smart List’s current setup as a CSV file. - What this covers: This is useful when creating similar views for different teams, pipelines, or review processes. - Controls: Customize list, Duplicate - Next: Export allows users to download the opportunity records returned by the Smart List’s current setup as a CSV file. Full procedure: 1. Open the Smart List. 2. Click Customize list. 3. Select Duplicate. 4. Enter a name for the duplicated Smart List. 5. Save it. ### **Exporting a Smart List** Export allows users to download the opportunity records returned by the Smart List’s current setup as a CSV file. To export a Smart List: 1. Open the Smart List. 2. Click **on Menu** (Three Dotson Top-right beside **\+ Add Opportunity**) 3. Select **Export**. The exported file contains the opportunities returned by that Smart List’s current setup. ![Exporting a Smart List (image 4 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155070557238/original/7VL7LV0aI1UIItoPK4mAdjpJkKkP8ZLkBA.png) **Exporting a Smart List (image 4 of 17)** This screenshot appears in the "Exporting a Smart List" section of "Smart Lists in Opportunities". The text alongside this image reads: The exported file contains the opportunities returned by that Smart List’s current setup. Immediately after, the guide continues: Smart Lists can be shared from the same Sharing & Permissions area where users can copy a direct link. This helps teams work from the same saved Opportunity view while controlling who can access or edit the Smart List. - What this covers: The exported file contains the opportunities returned by that Smart List’s current setup. - Controls: on Menu, + Add Opportunity, Export - Next: Smart Lists can be shared from the same Sharing & Permissions area where users can copy a direct link. This helps teams work from the same saved Opportunity view while controlling who can access or edit the Smart List. Full procedure: 1. Open the Smart List. 2. Click on Menu (Three Dotson Top-right beside + Add Opportunity) 3. Select Export. ### **Sharing a Smart List and Copying a Link** Smart Lists can be shared from the same Sharing & Permissions area where users can copy a direct link. This helps teams work from the same saved Opportunity view while controlling who can access or edit the Smart List. To share a Smart List or copy its link: 1. Open the Smart List. 2. Click **Customize list**. 3. Select **Sharing & Permissions**. 4. Choose how you want to share the Smart List: - **Copy link:** Copy a direct link to the Smart List and share it with teammates. - **All users:** Share the Smart List with all users in the sub-account. - **Selected users:** Share the Smart List with specific users only. 5. If sharing with users, assign the access level. 6. Save the sharing settings. Permission types include: - **Can view:** Users can open and use the Smart List. - **Can edit:** Users can modify the Smart List configuration. Be careful when granting edit access, since users with edit permissions can change the Smart List setup. **Note:** Sharing a Smart List controls access to the saved view. A user’s broader sub-account role, permissions, and assigned data settings may still affect what they can access or manage. ![Sharing a Smart List and Copying a Link (image 5 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155070557269/original/0yjGy-qaza_9ZH6m8jMvNo2M1FBdM9F3xg.png) **Sharing a Smart List and Copying a Link (image 5 of 17)** This screenshot appears in the "Sharing a Smart List and Copying a Link" section of "Smart Lists in Opportunities". The text alongside this image reads: Note: Sharing a Smart List controls access to the saved view. A user’s broader sub-account role, permissions, and assigned data settings may still affect what they can access or manage. Immediately after, the guide continues: Setting up Opportunity Smart Lists correctly helps teams create reusable views that are easy to find, share, and maintain. A clear setup process also reduces duplicate views and ensures filters, sorting, visible fields, pipeline…. - What this covers: Note: Sharing a Smart List controls access to the saved view. A user’s broader sub-account role, permissions, and assigned data settings may still affect what they can access or manage. - Controls: Customize list, Sharing & Permissions - Next: Setting up Opportunity Smart Lists correctly helps teams create reusable views that are easy to find, share, and maintain. A clear setup process also reduces duplicate views and ensures filters, sorting, visible fields, pipeline visibility, and default views are configured intentionally. Full procedure: 1. Open the Smart List. 2. Click Customize list. 3. Select Sharing & Permissions. 4. Choose how you want to share the Smart List: 5. If sharing with users, assign the access level. 6. Save the sharing settings. --- ## **How To Setup Opportunity Smart Lists** Setting up Opportunity Smart Lists correctly helps teams create reusable views that are easy to find, share, and maintain. A clear setup process also reduces duplicate views and ensures filters, sorting, visible fields, pipeline visibility, and default views are configured intentionally. 1. Go to **Opportunities** andOpen the pipeline you want to work in. ![Step 1 of 5: Go to Opportunities andOpen the pipeline you want to work in](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155070557299/original/712xj08r6cnwsw90baVwTRwPGykgKKeHXg.png) **Step 1 of 5: Go to Opportunities andOpen the pipeline you want to work in** This screenshot accompanies step 1 of 5 in the "How To Setup Opportunity Smart Lists" section of "Smart Lists in Opportunities". At this point in the walkthrough you go to Opportunities andOpen the pipeline you want to work in. The next step is to click on + List to create a Smart List and Choose from either List view or Board view. - Where to go: Go to Opportunities andOpen the pipeline you want to work in. - Controls: Opportunities, + List, List view, Board view, Advanced Filters, Sort, Manage Fields, Show In, Save, High-Value Open Deals, Stale Opportunities, Today’s Follow-Ups - Next: Click on + List to create a Smart List and Choose from either List view or Board view. Full procedure: 1. Go to Opportunities andOpen the pipeline you want to work in. <- this image 2. Click on + List to create a Smart List and Choose from either List view or Board view. 3. Apply the filters you want to save using Advanced Filters. Use filters to narrow the opportunities shown in the Smart List. Example filters may include owner, pipeline, stage, value, or activity-based conditions, depending on available filter options. 4. Choose the preferred Sort order. Sorting helps control how opportunities appear when the Smart List is opened. For example, users may sort by recently updated opportunities, opportunity value, or other available fields. 5. Use Manage Fields to choose the visible fields for the saved view. Visible fields help users focus on the details that matter most for that Smart List. For List views, this controls the fields shown in the table-style layout. For Board views, this helps preserve the selected view setup for that board-style Smart List. 2. Click on **\+ List** to create a Smart List and Choose from either **List view** or **Board view**. ![Step 2 of 5: Click on + List to create a Smart List and Choose from either List…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155070557319/original/E2oOAUydQ1HKYD8wSE4DarFO3xmfkQENTA.png) **Step 2 of 5: Click on + List to create a Smart List and Choose from either List…** This screenshot accompanies step 2 of 5 in the "How To Setup Opportunity Smart Lists" section of "Smart Lists in Opportunities". At this point in the walkthrough you click on + List to create a Smart List and Choose from either List view or Board view. The next step is to apply the filters you want to save using Advanced Filters. Use filters to narrow the opportunities shown in the Smart List. Example filters may include owner, pipeline, stage, value, or activity-based conditions, depending on available filter options. - What to choose: Click on + List to create a Smart List and Choose from either List view or Board view. - Controls: + List, List view, Board view, Opportunities, Advanced Filters, Sort, Manage Fields, Show In, Save, High-Value Open Deals, Stale Opportunities, Today’s Follow-Ups - Next: Apply the filters you want to save using Advanced Filters. Use filters to narrow the opportunities shown in the Smart List. Example filters may include owner, pipeline, stage, value, or activity-based conditions, depending on available filter options. Full procedure: 1. Go to Opportunities andOpen the pipeline you want to work in. 2. Click on + List to create a Smart List and Choose from either List view or Board view. <- this image 3. Apply the filters you want to save using Advanced Filters. Use filters to narrow the opportunities shown in the Smart List. Example filters may include owner, pipeline, stage, value, or activity-based conditions, depending on available filter options. 4. Choose the preferred Sort order. Sorting helps control how opportunities appear when the Smart List is opened. For example, users may sort by recently updated opportunities, opportunity value, or other available fields. 5. Use Manage Fields to choose the visible fields for the saved view. Visible fields help users focus on the details that matter most for that Smart List. For List views, this controls the fields shown in the table-style layout. For Board views, this helps preserve the selected view setup for that board-style Smart List. 3. Apply the filters you want to save using **Advanced Filters**. Use filters to narrow the opportunities shown in the Smart List. Example filters may include owner, pipeline, stage, value, or activity-based conditions, depending on available filter options. ![Step 3 of 5: Apply the filters you want to save using Advanced Filters. Use filters…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155070557340/original/-t105IKK9ZrWbpOaQ93WXCRV2uBKlv8W5w.gif) **Step 3 of 5: Apply the filters you want to save using Advanced Filters. Use filters…** This animation accompanies step 3 of 5 in the "How To Setup Opportunity Smart Lists" section of "Smart Lists in Opportunities". At this point in the walkthrough you apply the filters you want to save using Advanced Filters. Use filters to narrow the opportunities shown in the Smart List. Example filters may include owner, pipeline, stage, value, or activity-based conditions, depending on available filter options. The next step is to choose the preferred Sort order. Sorting helps control how opportunities appear when the Smart List is opened. For example, users may sort by recently updated opportunities, opportunity value, or other available fields. - How to confirm: Apply the filters you want to save using Advanced Filters. Use filters to narrow the opportunities shown in the Smart List. Example filters may include owner, pipeline, stage, value, or activity-based conditions, depending on available filter options. - Controls: Advanced Filters, Opportunities, + List, List view, Board view, Sort, Manage Fields, Show In, Save, High-Value Open Deals, Stale Opportunities, Today’s Follow-Ups - Next: Choose the preferred Sort order. Sorting helps control how opportunities appear when the Smart List is opened. For example, users may sort by recently updated opportunities, opportunity value, or other available fields. Full procedure: 1. Go to Opportunities andOpen the pipeline you want to work in. 2. Click on + List to create a Smart List and Choose from either List view or Board view. 3. Apply the filters you want to save using Advanced Filters. Use filters to narrow the opportunities shown in the Smart List. Example filters may include owner, pipeline, stage, value, or activity-based conditions, depending on available filter options. <- this image 4. Choose the preferred Sort order. Sorting helps control how opportunities appear when the Smart List is opened. For example, users may sort by recently updated opportunities, opportunity value, or other available fields. 5. Use Manage Fields to choose the visible fields for the saved view. Visible fields help users focus on the details that matter most for that Smart List. For List views, this controls the fields shown in the table-style layout. For Board views, this helps preserve the selected view setup for that board-style Smart List. 4. Choose the preferred **Sort** order. Sorting helps control how opportunities appear when the Smart List is opened. For example, users may sort by recently updated opportunities, opportunity value, or other available fields. ![Step 4 of 5: Choose the preferred Sort order. Sorting helps control how…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155070557353/original/Kz8J9pj9dXw3xyUap-Yv6zWsLof4tRKbqQ.png) **Step 4 of 5: Choose the preferred Sort order. Sorting helps control how…** This screenshot accompanies step 4 of 5 in the "How To Setup Opportunity Smart Lists" section of "Smart Lists in Opportunities". At this point in the walkthrough you choose the preferred Sort order. Sorting helps control how opportunities appear when the Smart List is opened. For example, users may sort by recently updated opportunities, opportunity value, or other available fields. The next step is to use Manage Fields to choose the visible fields for the saved view. Visible fields help users focus on the details that matter most for that Smart List. For List views, this controls the fields shown in the table-style layout. For Board views, this helps preserve the selected view setup for that board-style Smart List. - What to choose: Choose the preferred Sort order. Sorting helps control how opportunities appear when the Smart List is opened. For example, users may sort by recently updated opportunities, opportunity value, or other available fields. - Controls: Sort, Opportunities, + List, List view, Board view, Advanced Filters, Manage Fields, Show In, Save, High-Value Open Deals, Stale Opportunities, Today’s Follow-Ups - Next: Use Manage Fields to choose the visible fields for the saved view. Visible fields help users focus on the details that matter most for that Smart List. For List views, this controls the fields shown in the table-style layout. For Board views, this helps preserve the selected view setup for that board-style Smart List. Full procedure: 1. Go to Opportunities andOpen the pipeline you want to work in. 2. Click on + List to create a Smart List and Choose from either List view or Board view. 3. Apply the filters you want to save using Advanced Filters. Use filters to narrow the opportunities shown in the Smart List. Example filters may include owner, pipeline, stage, value, or activity-based conditions, depending on available filter options. 4. Choose the preferred Sort order. Sorting helps control how opportunities appear when the Smart List is opened. For example, users may sort by recently updated opportunities, opportunity value, or other available fields. <- this image 5. Use Manage Fields to choose the visible fields for the saved view. Visible fields help users focus on the details that matter most for that Smart List. For List views, this controls the fields shown in the table-style layout. For Board views, this helps preserve the selected view setup for that board-style Smart List. 5. Use **Manage Fields** to choose the visible fields for the saved view. Visible fields help users focus on the details that matter most for that Smart List. For List views, this controls the fields shown in the table-style layout. For Board views, this helps preserve the selected view setup for that board-style Smart List. ![Step 5 of 5: Use Manage Fields to choose the visible fields for the saved view…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155070557438/original/5RNHOcMrO1CsMf3dWkdRumlx0WUAMVf_yQ.gif) **Step 5 of 5: Use Manage Fields to choose the visible fields for the saved view…** This animation accompanies step 5 of 5 in the "How To Setup Opportunity Smart Lists" section of "Smart Lists in Opportunities". At this point in the walkthrough you use Manage Fields to choose the visible fields for the saved view. Visible fields help users focus on the details that matter most for that Smart List. For List views, this controls the fields shown in the table-style layout. For Board views, this helps preserve the selected view setup for that board-style Smart List. - What to choose: Use Manage Fields to choose the visible fields for the saved view. Visible fields help users focus on the details that matter most for that Smart List. For List views, this controls the fields shown in the table-style layout. For Board views, this helps preserve the selected view setup for that board-style Smart List. - Controls: Manage Fields, Opportunities, + List, List view, Board view, Advanced Filters, Sort, Show In, Save, High-Value Open Deals, Stale Opportunities, Today’s Follow-Ups Full procedure: 1. Go to Opportunities andOpen the pipeline you want to work in. 2. Click on + List to create a Smart List and Choose from either List view or Board view. 3. Apply the filters you want to save using Advanced Filters. Use filters to narrow the opportunities shown in the Smart List. Example filters may include owner, pipeline, stage, value, or activity-based conditions, depending on available filter options. 4. Choose the preferred Sort order. Sorting helps control how opportunities appear when the Smart List is opened. For example, users may sort by recently updated opportunities, opportunity value, or other available fields. 5. Use Manage Fields to choose the visible fields for the saved view. Visible fields help users focus on the details that matter most for that Smart List. For List views, this controls the fields shown in the table-style layout. For Board views, this helps preserve the selected view setup for that board-style Smart List. <- this image 7. Click on **Show In** to choose where the Smart List should appear: **All pipelines:** Use this when the Smart List applies across the Opportunities area. OR **Selected pipelines:** Use this when the Smart List only applies to specific workflows, teams, or pipeline types. ![Step 1 of 5: Click on Show In to choose where the Smart List should appear: All…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155070557445/original/_A-KcWPTFMu7P7SwG6SWlA1JG0e_Ey1ptw.gif) **Step 1 of 5: Click on Show In to choose where the Smart List should appear: All…** This animation accompanies step 1 of 5 in the "How To Setup Opportunity Smart Lists" section of "Smart Lists in Opportunities". At this point in the walkthrough you click on Show In to choose where the Smart List should appear: All pipelines: Use this when the Smart List applies across the Opportunities area. OR Selected pipelines: Use this when the Smart List only applies to specific workflows, teams, or pipeline types. The next step is to enter a clear name for the Smart List and Save the Smart List. Use descriptive names that explain the purpose of the view. Examples: High-Value Open Deals, Stale Opportunities, Today’s Follow-Ups, or New Leads This Week. - What to choose: Click on Show In to choose where the Smart List should appear: All pipelines: Use this when the Smart List applies across the Opportunities area. OR Selected pipelines: Use this when the Smart List only applies to specific workflows, teams, or pipeline types. - Controls: Show In, Opportunities, + List, List view, Board view, Advanced Filters, Sort, Manage Fields, Save, High-Value Open Deals, Stale Opportunities, Today’s Follow-Ups - Next: Enter a clear name for the Smart List and Save the Smart List. Use descriptive names that explain the purpose of the view. Examples: High-Value Open Deals, Stale Opportunities, Today’s Follow-Ups, or New Leads This Week. Full procedure: 1. Click on Show In to choose where the Smart List should appear: All pipelines: Use this when the Smart List applies across the Opportunities area. OR Selected pipelines: Use this when the Smart List only applies to specific workflows, teams, or pipeline types. <- this image 2. Enter a clear name for the Smart List and Save the Smart List. Use descriptive names that explain the purpose of the view. Examples: High-Value Open Deals, Stale Opportunities, Today’s Follow-Ups, or New Leads This Week. 3. Open Customize list to configure additional Smart List options. 4. To set the Smart List as a default view, select Default view. Choose whether the Smart List should be the default for: All pipelines or Selected pipelines 5. Use Customize list to manage additional options, such as: 8. Enter a clear name for the Smart List and **Save** the Smart List. Use descriptive names that explain the purpose of the view. Examples: **High-Value Open Deals**, **Stale Opportunities**, **Today’s Follow-Ups**, or **New Leads This Week**. ![Step 2 of 5: Enter a clear name for the Smart List and Save the Smart List. Use…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155070557471/original/lxnqnpC7-C30zfk6cZQMvKC5zAq2JjlmbA.png) **Step 2 of 5: Enter a clear name for the Smart List and Save the Smart List. Use…** This screenshot accompanies step 2 of 5 in the "How To Setup Opportunity Smart Lists" section of "Smart Lists in Opportunities". At this point in the walkthrough you enter a clear name for the Smart List and Save the Smart List. Use descriptive names that explain the purpose of the view. Examples: High-Value Open Deals, Stale Opportunities, Today’s Follow-Ups, or New Leads This Week. The next step is to open Customize list to configure additional Smart List options. - What to fill in: Enter a clear name for the Smart List and Save the Smart List. Use descriptive names that explain the purpose of the view. Examples: High-Value Open Deals, Stale Opportunities, Today’s Follow-Ups, or New Leads This Week. - Controls: Save, High-Value Open Deals, Stale Opportunities, Today’s Follow-Ups, New Leads This Week, Opportunities, + List, List view, Board view, Advanced Filters, Sort, Manage Fields - Next: Open Customize list to configure additional Smart List options. Full procedure: 1. Click on Show In to choose where the Smart List should appear: All pipelines: Use this when the Smart List applies across the Opportunities area. OR Selected pipelines: Use this when the Smart List only applies to specific workflows, teams, or pipeline types. 2. Enter a clear name for the Smart List and Save the Smart List. Use descriptive names that explain the purpose of the view. Examples: High-Value Open Deals, Stale Opportunities, Today’s Follow-Ups, or New Leads This Week. <- this image 3. Open Customize list to configure additional Smart List options. 4. To set the Smart List as a default view, select Default view. Choose whether the Smart List should be the default for: All pipelines or Selected pipelines 5. Use Customize list to manage additional options, such as: 9. Open **Customize list** to configure additional Smart List options. ![Step 3 of 5: Open Customize list to configure additional Smart List options](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155070557486/original/ECJATLxPCtiGFVjVqt2BBZ2k8Nw0jmhPVA.png) **Step 3 of 5: Open Customize list to configure additional Smart List options** This screenshot accompanies step 3 of 5 in the "How To Setup Opportunity Smart Lists" section of "Smart Lists in Opportunities". At this point in the walkthrough you open Customize list to configure additional Smart List options. The next step is to to set the Smart List as a default view, select Default view. Choose whether the Smart List should be the default for: All pipelines or Selected pipelines. - Where to go: Open Customize list to configure additional Smart List options. - Controls: Customize list, Opportunities, + List, List view, Board view, Advanced Filters, Sort, Manage Fields, Show In, Save, High-Value Open Deals, Stale Opportunities - Next: To set the Smart List as a default view, select Default view. Choose whether the Smart List should be the default for: All pipelines or Selected pipelines Full procedure: 1. Click on Show In to choose where the Smart List should appear: All pipelines: Use this when the Smart List applies across the Opportunities area. OR Selected pipelines: Use this when the Smart List only applies to specific workflows, teams, or pipeline types. 2. Enter a clear name for the Smart List and Save the Smart List. Use descriptive names that explain the purpose of the view. Examples: High-Value Open Deals, Stale Opportunities, Today’s Follow-Ups, or New Leads This Week. 3. Open Customize list to configure additional Smart List options. <- this image 4. To set the Smart List as a default view, select Default view. Choose whether the Smart List should be the default for: All pipelines or Selected pipelines 5. Use Customize list to manage additional options, such as: 10. To set the Smart List as a default view, select **Default view**. Choose whether the Smart List should be the default for: **All pipelines** or**Selected pipelines** ![Step 4 of 5: To set the Smart List as a default view, select Default view. Choose…](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155070557581/original/jF0fx4-drWxUbWpT0Z2jelpRvEfOb4-uhw.gif) **Step 4 of 5: To set the Smart List as a default view, select Default view. Choose…** This animation accompanies step 4 of 5 in the "How To Setup Opportunity Smart Lists" section of "Smart Lists in Opportunities". At this point in the walkthrough you to set the Smart List as a default view, select Default view. Choose whether the Smart List should be the default for: All pipelines or Selected pipelines. The next step is to use Customize list to manage additional options, such as. - What to choose: To set the Smart List as a default view, select Default view. Choose whether the Smart List should be the default for: All pipelines or Selected pipelines - Controls: Default view, All pipelines, Selected pipelines, Opportunities, + List, List view, Board view, Advanced Filters, Sort, Manage Fields, Show In, Save - Next: Use Customize list to manage additional options, such as: Full procedure: 1. Click on Show In to choose where the Smart List should appear: All pipelines: Use this when the Smart List applies across the Opportunities area. OR Selected pipelines: Use this when the Smart List only applies to specific workflows, teams, or pipeline types. 2. Enter a clear name for the Smart List and Save the Smart List. Use descriptive names that explain the purpose of the view. Examples: High-Value Open Deals, Stale Opportunities, Today’s Follow-Ups, or New Leads This Week. 3. Open Customize list to configure additional Smart List options. 4. To set the Smart List as a default view, select Default view. Choose whether the Smart List should be the default for: All pipelines or Selected pipelines <- this image 5. Use Customize list to manage additional options, such as: 11. Use **Customize list** to manage additional options, such as: - **Duplicate:** Create a similar Smart List without rebuilding the setup. - **Export:** Download the opportunity records returned by the Smart List’s current setup as a CSV file. - **Sharing & Permissions:** Share the Smart List with all users or selected users, assign view or edit access, or copy a direct link. - **Delete List:** Remove the saved Smart List view without deleting the underlying opportunities. ![How To Setup Opportunity Smart Lists (image 15 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155070557588/original/Ujt-Js-R5ti7Jh_nT3Un2T8syoICMZk1qg.png) **How To Setup Opportunity Smart Lists (image 15 of 17)** This screenshot appears in the "How To Setup Opportunity Smart Lists" section of "Smart Lists in Opportunities". The text alongside this image reads: Duplicate: Create a similar Smart List without rebuilding the setup. Export: Download the opportunity records returned by the Smart List’s current setup as a CSV file. Sharing & Permissions: Share the Smart List with all users or selected users, assign view or edit access, or copy a direct link…. Immediately after, the guide continues: The Manage Smart Lists or Manage Views page gives users a centralized place to review saved Opportunity Smart Lists. This page is useful for cleaning up duplicate views, reviewing defaults, and managing pipeline visibility. - What to copy: Duplicate: Create a similar Smart List without rebuilding the setup. Export: Download the opportunity records returned by the Smart List’s current setup as a CSV file. Sharing & Permissions: Share the Smart List with all users or selected users, assign view or edit access, or copy a direct link. Delete List: Remove the saved Smart List view without deleting the underlying opportunities. - Controls: Opportunities, + List, List view, Board view, Advanced Filters, Sort, Manage Fields, Show In, Save, High-Value Open Deals, Stale Opportunities, Today’s Follow-Ups - Next: The Manage Smart Lists or Manage Views page gives users a centralized place to review saved Opportunity Smart Lists. This page is useful for cleaning up duplicate views, reviewing defaults, and managing pipeline visibility. Full procedure: 1. Go to Opportunities andOpen the pipeline you want to work in. 2. Click on + List to create a Smart List and Choose from either List view or Board view. 3. Apply the filters you want to save using Advanced Filters. Use filters to narrow the opportunities shown in the Smart List. Example filters may include owner, pipeline, stage, value, or activity-based conditions, depending on available filter options. 4. Choose the preferred Sort order. Sorting helps control how opportunities appear when the Smart List is opened. For example, users may sort by recently updated opportunities, opportunity value, or other available fields. 5. Use Manage Fields to choose the visible fields for the saved view. Visible fields help users focus on the details that matter most for that Smart List. For List views, this controls the fields shown in the table-style layout. For Board views, this helps preserve the selected view setup for that board-style Smart List. --- ## **Managing all Smart Lists** The **Manage Smart Lists** or **Manage Views** page gives users a centralized place to review saved Opportunity Smart Lists. This page is useful for cleaning up duplicate views, reviewing defaults, and managing pipeline visibility. To access it: 1. Go to **Opportunities**. 2. Click **on Menu** (Three Dotson Top-right beside **\+ Add Opportunity**) 3. Select **Manage Smart Lists**. ![Managing all Smart Lists (image 16 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155070557701/original/mk8ph9CTD5zBG4Te57b4CwBwkZJgy4pYaw.png) **Managing all Smart Lists (image 16 of 17)** This screenshot appears in the "Managing all Smart Lists" section of "Smart Lists in Opportunities". The text alongside this image reads: Go to Opportunities. Click on Menu (Three Dotson Top-right beside + Add Opportunity) Select Manage Smart Lists. This part of the guide covers 5 fields, listed below. Immediately after, the guide continues: From this page, users can view details such as. - Where to go: Go to Opportunities. Click on Menu (Three Dotson Top-right beside + Add Opportunity) Select Manage Smart Lists. - Fields: Smart List name, Pipeline visibility, Default view usage, Creator, Last updated time - Controls: Manage Smart Lists, Manage Views, Opportunities, on Menu, + Add Opportunity - Next: From this page, users can view details such as: Example values (illustrative, not read from the screenshot): - Smart List name: Priya Raman Full procedure: 1. Go to Opportunities. 2. Click on Menu (Three Dotson Top-right beside + Add Opportunity) 3. Select Manage Smart Lists. From this page, users can view details such as: - Smart List name - Type - Pipeline visibility - Default view usage - Creator - Last updated time ![Managing all Smart Lists (image 17 of 17)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155070557676/original/9JwKA26uYUGj8UUx1eGgb0rkLFj9iO_bUQ.png) **Managing all Smart Lists (image 17 of 17)** This screenshot appears in the "Managing all Smart Lists" section of "Smart Lists in Opportunities". The text alongside this image reads: Smart List name Type Pipeline visibility Default view usage Creator Last updated time. This part of the guide covers 5 fields, listed below. Immediately after, the guide continues: Q: Can I create Smart Lists for both Board and List views? Yes. Opportunity Smart Lists support both Board view and List view. - What to fill in: Smart List name Type Pipeline visibility Default view usage Creator Last updated time - Fields: Smart List name, Pipeline visibility, Default view usage, Creator, Last updated time - Controls: Manage Smart Lists, Manage Views, Opportunities, on Menu, + Add Opportunity - Next: Q: Can I create Smart Lists for both Board and List views? Yes. Opportunity Smart Lists support both Board view and List view. Example values (illustrative, not read from the screenshot): - Smart List name: Priya Raman Full procedure: 1. Go to Opportunities. 2. Click on Menu (Three Dotson Top-right beside + Add Opportunity) 3. Select Manage Smart Lists. --- ## **Frequently Asked Questions** **Q: Can I create Smart Lists for both Board and List views?** Yes. Opportunity Smart Lists support both Board view and List view. **Q: How can I tell whether a Smart List is a List view or Board view?** List and Board Smart Lists appear together in the Smart List area. You can identify the view type by the icon beside the Smart List name. Board Smart Lists use a board-style icon, while List Smart Lists use a list-style icon. **Q: What settings are saved in a Smart List?** A Smart List saves filters, sort settings, and visible field configuration for the view type used. **Q: Can a Smart List appear in only certain pipelines?** Yes. You can choose whether a Smart List appears in all pipelines or only selected pipelines. **Q: Can I set a Smart List as the default view?** Yes. A Smart List can be set as the default view for one or more pipelines. **Q: Does the default view apply only to me?** No. The default view is tied to the pipeline setup and affects users in the sub-account for that pipeline. **Q: What is the difference between Can view and Can edit?** Can view allows users to open and use the Smart List. Can edit allows users to modify the Smart List configuration. **Q: Can I duplicate a Smart List instead of building it again?** Yes. Use the Duplicate option from **Customize list** to create a similar Smart List from an existing setup. **Q: Can I delete a Smart List without deleting opportunities?** Yes. Deleting a Smart List removes the saved view, not the underlying opportunity records. --- ## **Related Articles** - [How to Filter Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/how-to-filter-opportunities)  - [Use List View in Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/list-view-for-opportunities) - [Use Board View in Opportunities](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/use-kanban-view-in-opportunities) - [Create and Manage Pipelines](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/getting-started-with-opportunities/step-by-step-guide-creating-pipelines) - [Manage Opportunity Fields](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/customize-opportunity-cards-in-board-view) --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com