Skip to content
Opportunities & Pipelines

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.

8 min read1,805 words17 explained imagesUpdated Mon, 4 May at 7:06 PM
View as markdownOpen in ClaudeOpen in ChatGPT
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
On this page
  1. Key Benefits of Opportunity Smart Lists
  2. List and Board Smart Lists in Opportunities
  3. Managing Opportunity Smart Lists
  4. Editing an existing Smart List
  5. Duplicating a Smart List
  6. Exporting a Smart List
  7. Sharing a Smart List and Copying a Link
  8. How To Setup Opportunity Smart Lists
  9. Managing all Smart Lists
  10. Frequently Asked Questions
  11. Related Articles

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?

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) What this shows List Smart Lists List Smart Lists display opportunities in a table-style layout. What this shows Illustrates the "List and Board Smart Lists in Opportunities" section of "Smart Lists in Opportunities". 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. Image 1 of 17 What this coversList 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.
Buttons and menus referenced Board Smart ListsList Smart Lists
Next stepManaging 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) What this shows Use Save only when you want to update the existing Smart List. What this shows Illustrates the "Editing an existing Smart List" section of "Smart Lists in Opportunities". 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. Image 2 of 17 How to confirmUse 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.
Buttons and menus referenced Customize list.Unsaved ChangesSave
Next stepDuplicating 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.
All 4 steps in this 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) What this shows This is useful when creating similar views for different teams, pipelines, or review processes. What this shows Illustrates the "Duplicating a Smart List" section of "Smart Lists in Opportunities". 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. Image 3 of 17 What this coversThis is useful when creating similar views for different teams, pipelines, or review processes.
Buttons and menus referenced Customize listDuplicate
Next stepExport allows users to download the opportunity records returned by the Smart List’s current setup as a CSV file.
All 5 steps in this 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) What this shows The exported file contains the opportunities returned by that Smart List’s current setup. What this shows Illustrates the "Exporting a Smart List" section of "Smart Lists in Opportunities". 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. Image 4 of 17 What this coversThe exported file contains the opportunities returned by that Smart List’s current setup.
Buttons and menus referenced on Menu+ Add OpportunityExport
Next stepSmart 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.
All 3 steps in this procedure
  1. Open the Smart List.
  2. Click on Menu (Three Dotson Top-right beside + Add Opportunity)
  3. Select Export.

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) What this shows Note: Sharing a Smart List controls access to the saved view. What this shows Illustrates the "Sharing a Smart List and Copying a Link" section of "Smart Lists in Opportunities". 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…. Image 5 of 17 What this coversNote: 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.
Buttons and menus referenced Customize listSharing & Permissions
Next stepSetting 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.
All 6 steps in this 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 What this shows Step 1 of 5: Go to Opportunities andOpen the pipeline you want to work in. What this shows Shows where to go for step 1 of 5 in the "How To Setup Opportunity Smart Lists" section of "Smart Lists in Opportunities". 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. Step 1 of 5Image 6 of 17 Where to goGo to Opportunities andOpen the pipeline you want to work in.
    Buttons and menus referenced Opportunities+ ListList viewBoard viewAdvanced FiltersSortManage FieldsShow InSaveHigh-Value Open DealsStale OpportunitiesToday’s Follow-Ups
    Next stepClick on + List to create a Smart List and Choose from either List view or Board view.
    All 5 steps in this 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… What this shows Step 2 of 5: Click on + List to create a Smart List and Choose from either List view or Board view. What this shows Shows what to choose for step 2 of 5 in the "How To Setup Opportunity Smart Lists" section of "Smart Lists in Opportunities". 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. Step 2 of 5Image 7 of 17 What to chooseClick on + List to create a Smart List and Choose from either List view or Board view.
    Buttons and menus referenced + ListList viewBoard viewOpportunitiesAdvanced FiltersSortManage FieldsShow InSaveHigh-Value Open DealsStale OpportunitiesToday’s Follow-Ups
    Next stepApply 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.
    All 5 steps in this 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… What this shows Step 3 of 5: Apply the filters you want to save using Advanced Filters. What this shows Shows how to confirm for step 3 of 5 in the "How To Setup Opportunity Smart Lists" section of "Smart Lists in Opportunities". 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. Step 3 of 5Image 8 of 17 How to confirmApply 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.
    Buttons and menus referenced Advanced FiltersOpportunities+ ListList viewBoard viewSortManage FieldsShow InSaveHigh-Value Open DealsStale OpportunitiesToday’s Follow-Ups
    Next stepChoose 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.
    All 5 steps in this 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… What this shows Step 4 of 5: Choose the preferred Sort order. What this shows Shows what to choose for step 4 of 5 in the "How To Setup Opportunity Smart Lists" section of "Smart Lists in Opportunities". 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. Step 4 of 5Image 9 of 17 What to chooseChoose 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.
    Buttons and menus referenced SortOpportunities+ ListList viewBoard viewAdvanced FiltersManage FieldsShow InSaveHigh-Value Open DealsStale OpportunitiesToday’s Follow-Ups
    Next stepUse 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.
    All 5 steps in this 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… What this shows Step 5 of 5: Use Manage Fields to choose the visible fields for the saved view. What this shows Shows what to choose for step 5 of 5 in the "How To Setup Opportunity Smart Lists" section of "Smart Lists in Opportunities". 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. Step 5 of 5Image 10 of 17 What to chooseUse 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.
    Buttons and menus referenced Manage FieldsOpportunities+ ListList viewBoard viewAdvanced FiltersSortShow InSaveHigh-Value Open DealsStale OpportunitiesToday’s Follow-Ups
    All 5 steps in this 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
  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.
    Step 1 of 5: Click on Show In to choose where the Smart List should appear: All… What this shows Step 1 of 5: 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. What this shows Shows what to choose for step 1 of 5 in the "How To Setup Opportunity Smart Lists" section of "Smart Lists in Opportunities". 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. Step 1 of 5Image 11 of 17 What to chooseClick 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.
    Buttons and menus referenced Show InOpportunities+ ListList viewBoard viewAdvanced FiltersSortManage FieldsSaveHigh-Value Open DealsStale OpportunitiesToday’s Follow-Ups
    Next stepEnter 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.
    All 5 steps in this 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:
  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.
    Step 2 of 5: Enter a clear name for the Smart List and Save the Smart List. Use… What this shows Step 2 of 5: Enter a clear name for the Smart List and Save the Smart List. What this shows Shows what to fill in for step 2 of 5 in the "How To Setup Opportunity Smart Lists" section of "Smart Lists in Opportunities". 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. Step 2 of 5Image 12 of 17 What to fill inEnter 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.
    Buttons and menus referenced SaveHigh-Value Open DealsStale OpportunitiesToday’s Follow-UpsNew Leads This WeekOpportunities+ ListList viewBoard viewAdvanced FiltersSortManage Fields
    Next stepOpen Customize list to configure additional Smart List options.
    All 5 steps in this 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:
  3. Open Customize list to configure additional Smart List options.
    Step 3 of 5: Open Customize list to configure additional Smart List options What this shows Step 3 of 5: Open Customize list to configure additional Smart List options. What this shows Shows where to go for step 3 of 5 in the "How To Setup Opportunity Smart Lists" section of "Smart Lists in Opportunities". 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. Step 3 of 5Image 13 of 17 Where to goOpen Customize list to configure additional Smart List options.
    Buttons and menus referenced Customize listOpportunities+ ListList viewBoard viewAdvanced FiltersSortManage FieldsShow InSaveHigh-Value Open DealsStale Opportunities
    Next stepTo 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
    All 5 steps in this 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:
  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 orSelected pipelines
    Step 4 of 5: To set the Smart List as a default view, select Default view. Choose… What this shows Step 4 of 5: To set the Smart List as a default view, select Default view. What this shows Shows what to choose for step 4 of 5 in the "How To Setup Opportunity Smart Lists" section of "Smart Lists in Opportunities". 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. Step 4 of 5Image 14 of 17 What to chooseTo 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
    Buttons and menus referenced Default viewAll pipelinesSelected pipelinesOpportunities+ ListList viewBoard viewAdvanced FiltersSortManage FieldsShow InSave
    Next stepUse Customize list to manage additional options, such as:
    All 5 steps in this 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:
  5. 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) What this shows Duplicate: Create a similar Smart List without rebuilding the setup. What this shows Illustrates the "How To Setup Opportunity Smart Lists" section of "Smart Lists in Opportunities". 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. Image 15 of 17 What to copyDuplicate: 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.
Buttons and menus referenced Opportunities+ ListList viewBoard viewAdvanced FiltersSortManage FieldsShow InSaveHigh-Value Open DealsStale OpportunitiesToday’s Follow-Ups
Next stepThe 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.
All 5 steps in this 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) What this shows Go to Opportunities. What this shows Illustrates the "Managing all Smart Lists" section of "Smart Lists in Opportunities". 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. Image 16 of 17 Where to goGo to Opportunities. Click on Menu (Three Dotson Top-right beside + Add Opportunity) Select Manage Smart Lists.
Fields in this part of the guide Smart List namePipeline visibilityDefault view usageCreatorLast updated time
Buttons and menus referenced Manage Smart ListsManage ViewsOpportunitieson Menu+ Add Opportunity
Next stepFrom this page, users can view details such as:
Example values
Smart List name
Priya Raman

Illustrative values showing the expected format. They are not read from the screenshot.

All 3 steps in this 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) What this shows Smart List name Type Pipeline visibility Default view usage Creator Last updated time What this shows Illustrates the "Managing all Smart Lists" section of "Smart Lists in Opportunities". 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. Image 17 of 17 What to fill inSmart List name Type Pipeline visibility Default view usage Creator Last updated time
Fields in this part of the guide Smart List namePipeline visibilityDefault view usageCreatorLast updated time
Buttons and menus referenced Manage Smart ListsManage ViewsOpportunitieson Menu+ Add Opportunity
Next stepQ: Can I create Smart Lists for both Board and List views? Yes. Opportunity Smart Lists support both Board view and List view.
Example values
Smart List name
Priya Raman

Illustrative values showing the expected format. They are not read from the screenshot.

All 3 steps in this 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.

Was this guide helpful?

Related guides

How to Filter Opportunities4 min read · 8 imagesSearching for Opportunities1 min read · 1 imagesList View for Opportunities3 min read · 8 imagesHow to Decouple Owners for Contacts and Opportunities1 min read · 1 images