Keeping track of sales opportunities is easier when you do not have to rebuild the same view every time. With saved opportunity lists, you can create a custom view once, keep your preferred filters, sorting, and fields in place, and come back to it whenever you need it.

📌 Why This Matters

If you regularly check open deals, follow-ups, hot leads, or pipeline-specific opportunities, jumping back and forth between different setups can waste time. Saved opportunity lists help you keep your team focused by making it easy to open the exact view you need, share it with staff, and keep everyone looking at the same information.

✨ What’s New

• Saved custom views: Create opportunity lists with your chosen filters, sort order, and visible fields so you can reuse them anytime.
• Works in different layouts: Build these saved lists in either board view or list view, depending on how you prefer to manage opportunities.
• Pipeline control: Choose whether a saved list appears across all pipelines or only in selected ones.
• Default views for your business: Set a saved list as the default view for specific pipelines so your team opens the most useful layout automatically.
• Sharing options: Share saved lists with admins, all users, or selected users, and decide whether they can only view or also edit.
• Easy updates and copies: Duplicate an existing list, save changes to the same list, or save a revised version as a separate list.
• Export and direct links: Export results to CSV or copy a direct link to send a specific opportunity view to someone on your team.
• Central management page: View and manage all saved lists in one place for easier organization.

🛠️ How to Use It

1. Step 1: Go to your Opportunities area and open either board view or list view.
2. Step 2: Apply the filters, sorting, and visible fields that match the deals you want to track.
3. Step 3: Save that setup as a custom opportunity list and give it a clear name, such as “Needs Follow-Up” or “This Week’s Closings.”
4. Step 4: Choose where the list should appear, such as all pipelines or only selected pipelines.
5. Step 5: If needed, set it as the default view for a pipeline so your team sees that layout first.
6. Step 6: Share the list with the right people, copy its direct link, export the results, or duplicate it to create a variation.

💡 Pro Tip

Create saved lists for your highest-value sales stages, like deals waiting on follow-up or ready-to-close opportunities, so your team spends less time searching and more time bringing in revenue.