Smart Lists for Opportunities in Sparkforge

Opportunity Smart Lists save customized opportunity views so you can reuse them instead of rebuilding setups every time. Smart Lists work in both List and Board views, support pipeline-specific defaults, and can be shared with other users in the sub-account.

What a Smart List saves

• Advanced filters
• Sort order
• Selected visible fields

Smart Lists are useful for repeating views like opportunities not updated recently, high-value deals, stale opportunities, deals assigned to a team, or per-pipeline default working views.

Before you begin

Opportunity Smart Lists ship through Subaccount Labs. Enable the toggle before using the feature:

1. Go to Settings in your sub-account.
2. Open Labs.
3. Find Opportunity Smartlists - Views & Defaults.
4. Turn it on.

How to create a Smart List

1. Go to Opportunities and open the pipeline you want.
2. Start from List view or Board view.
3. Apply your filters, sort, and visible fields.
4. Click the option to create a new list.
5. Enter a name and save.

The new Smart List appears in the opportunities view bar.

Choose where a Smart List appears

1. Open the Smart List.
2. Click Customize list.
3. Select Show in.
4. Pick All pipelines or Selected pipelines, then choose pipelines.
5. Save.

Set a Smart List as default

A Smart List can be the default view for one or more pipelines. Users landing in that pipeline see the Smart List first.

1. Open the Smart List, click Customize list, select Default view.
2. Pick All pipelines or Selected pipelines.
3. Save.

The default view is set at the pipeline level and affects users in the sub-account for that pipeline.

Edit, save, duplicate, export, share

• Edit: Change filters, sort, or fields. The system flags Unsaved Changes.
• Save: Overwrite the current Smart List, save as a new Smart List, or discard changes.
• Duplicate: From Customize list > Duplicate, give the copy a new name and save.
• Export: From Customize list > Export, download the opportunities returned by the current setup.
• Share: From Customize list > Sharing & Permissions, share with all users or selected users. Permissions are Can view or Can edit.

Manage all Smart Lists

Use Manage Smart Lists (or Manage Views) inside Opportunities to see name, type, pipelines, default status, creator, and last updated date for every Smart List. This is the place to clean up duplicates and review which lists are set as defaults.

Delete a Smart List

1. Open the Smart List.
2. Click Customize list and select Delete List.
3. Confirm.

Be careful deleting Smart Lists that are shared or set as a pipeline default.