Keeping track of businesses inside your CRM can get messy fast, especially when you regularly sort by location, status, owner, or custom details. Saved company lists make it easier to pull up the exact view you need without rebuilding it every time.

📌 Why This Matters

If you and your team often look at the same groups of companies, this feature saves time and keeps everyone working from the same view. You can create custom company lists based on your preferred filters, sorting, and visible columns, then come back to them anytime. It also makes it easier to share important lists with employees who need quick access to the right accounts.

✨ What’s New

• Saved company views: Create reusable lists with your preferred filters, sort order, and visible fields.
• Quick duplication: Copy an existing list to make a slightly different version without starting over.
• CSV export: Export the companies in a saved list when you need to review or work with the data outside the CRM.
• Team sharing: Share lists with all users or selected team members.
• Permissions control: Decide whether shared users can only view a list or also make edits.
• Direct list links: Copy and send a direct link so others can open the exact saved view.
• List management: Review and organize all saved company lists from one place.

🛠️ How to Use It

1. Step 1: Open the Companies area in your CRM.
2. Step 2: Create a new list and apply the filters, sorting, and columns you want to see.
3. Step 3: Give the list a clear name and save it for later use.
4. Step 4: Reopen the saved list anytime to review companies, make updates, export results, or create a copy.
5. Step 5: Share the list with team members if they need access, and choose whether they can view or edit it.
6. Step 6: Use the list management area to keep your saved views organized.

💡 Pro Tip

Create saved company lists for your highest-value groups, like overdue accounts, hot opportunities, or renewals coming up, so your team spends less time searching and more time closing revenue.