Opportunity Smart Lists | Clixio Changelog

Managing opportunities just got more flexible.

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

• 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

• 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

• Reduces repetitive setup for teams working in Opportunities
• Makes it easier to return to the exact views you use most
• Helps standardise pipeline views across users
• Makes sharing important filtered views much easier
• Gives admins better control over how opportunity views are organised

• 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

This is a highly requested feature, and we would love feedback as more teams begin to use it.