Smart Lists for Companies
Smart Lists help you create views that keep important contacts at the forefront, ensuring you have quick access to their information and can easily share the focused view with your team. And now, you can create them in Companies. Let’s learn how!
⭐️ How To Create A Smart List For Companies?
Head to the Companies tab inside the Contacts section and click + List.
Enter a name to identify your smart list.
Set your conditions by clicking “+ Add nested filters” for filters that need to happen in tandem or “+ Add filters” for filters that can happen independently. Then click Apply once satisfied with your filters.
Click Create to save your smart list and add it to your company's sorting tools.
⭐️Why Is This Feature Beneficial To Your Company?
Simplified Set-Up:Reduces repetitive setup for teams working with Companies, making it easier to return to the exact views you use most.
Increased Organization: Gives admins better control over how Company records are organized and displayed, filtering out unnecessary noise.
Improved Prioritization: This helps standardize pipeline views across users by using the sharing options to add the important filtered views to your team’s toolbox.
This feature helps teams quickly focus on the most relevant Companies by prioritizing records that fit your filters, giving you the comfort of Smart Lists you are used to from the Contacts view. We hope you enjoy it!
