Managing opportunities just got more flexible.

You can now create Opportunity Smart Lists to save a customized opportunity view with your preferred filters, sorting, and visible fields — and reuse that view anytime without setting it up again.

This helps teams quickly switch between the opportunity views they use most.

What’s New?

• Added Opportunity Smart Lists inside Opportunities

• Save your preferred: advanced filters, sort order and visible fields

• Create Smart Lists in either: Board view or List view

• Choose where a Smart List appears: all pipelines or selected pipelines only

• Set a Smart List as the default view for specific pipelines

• Default views apply for all users in the sub-account, not just the person setting it

• Duplicate an existing Smart List to quickly create another version

• Export Smart List results to CSV

• Share Smart Lists with: admins only, all users or selected users

• Give shared users either view access or edit access

• Copy and share a direct link to a Smart List

• Save updates back to the same Smart List or save them as a new one

• Added a Manage Smart Lists page to view all Smart Lists in one place

How It Works

• Turn on Opportunity Smartlists – Views & Defaults from Subaccount Labs

• Go to Opportunities

• Create a new Smart List in Board view or List view

• Apply the filters, sorting, and fields you want

• Choose which pipelines the Smart List should appear in

• Name the Smart List and save it

• Reopen it anytime to continue editing, sharing, exporting, or duplicating it

• Open Customize list to update settings like: Show in, Default view, Duplicate, Export, Sharing & Permissions and Delete List

Why It Matters

• Reduces repetitive setup for teams working in Opportunities

• Makes it easier to return to the exact views you use most

• Helps standardize pipeline views across users

• Makes sharing important filtered views much easier

• Gives admins better control over how opportunity views are organized

Notes

• This feature is currently available in Subaccount Labs

• By default, Smart Lists are shared with admins only

• Users with edit access can also change sharing permissions

• Default views are set at the sub-account level, not per individual user