Company Smart lists

Managing companies just got more flexible.

You can now create Company Smart Lists to save a customized company view with your preferred filters, sorting, and visible fields - and reuse that list anytime without setting it up again.

What's New?

Added Company Smart Lists inside Companies
Save your preferred: advanced filters, sort order, and visible fields
Duplicate an existing Smart List to quickly create another version
Export Smart List results to CSV
Share Smart Lists with: all users or selected users
Give shared users either view access or edit access
Copy and share a direct link to a Smart List
Save updates back to the same Smart List or save them as a new one
Manage Smart lists page to review all Smart Lists in one place

How It Works

Turn on Company Smart Lists from Sub-account Labs
Go to Contacts → Companies
Click on + List
Apply the filters, sorting, and fields you want
Name the Smart List and save it
Reopen it anytime to continue editing, sharing, exporting, or duplicating it
Open Customize list to manage: Duplicate, Export, Sharing & Permissions, and Delete List

Why It Matters

Reduces repetitive setup for teams working with Companies
Makes it easier to return to the exact lists you use most
Helps standardize account lists across users
Makes sharing important filtered lists much easier

Notes

This feature is currently available in Sub-account Labs
Users with edit access can also change sharing permissions