Opportunity Smart Lists
Smart Lists help keep important contacts front and center, making it easier to access information and share focused views with your team. You can now create Smart Lists directly inside Opportunities. Let’s dive in!
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NOTE: Before using the search bar, tap Home first. This refreshes the feed so you’re searching our entire library of updates.
NOTE: Before using the search bar,
tap Home first. This refreshes the
feed so you’re searching
our entire library of updates.
Smart Lists help keep important contacts front and center, making it easier to access information and share focused views with your team. You can now create Smart Lists directly inside Opportunities. Let’s dive in!
We’ve refreshed the Smart Lists layout and icons to improve usability, visual consistency, and performance while better aligning the page with the rest of the platform. Let’s take a closer look!
Easily finding your appointments helps you maintain order and control. One tool that aids you in achieving this is Smart Lists, they allow you to filter appointments based on any condition you want them to meet. You might be accustomed to using them inside Contacts but just in case let’s check how to use them in your appointments.
Introducing a powerful upgrade to our CRM's bulk email sender, revolutionizing your email marketing strategy. Now, effortlessly include multiple smart lists and tags in a single campaign batch, saving time and enhancing segmentation for a more efficient and intuitive marketing experience.
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