Ability to Create Saved Filters / Smart Lists for Opportunities
B
Billy Edmunds
We need the ability to create saved filters / smart lists for opportunities based on opportunity custom fields. Currently there are opportunity filters, but there is no way to save the filter. This would work similarly to the saved smart lists for contacts.
Log In
P
Pallavi Kothari
Merged in a post:
Smartlist based off the opportunity list
F
Fouad Shariff
One of the central component of HL is the opportunity list. We are constantly working the opportunity list, moving from lead to closed won and the frustrating part is that we can't segment this list. When smartlist was introduced last week I thought it would solve the problem. Unfortunately, the smartlist cannot create list based off of the opportunity list. This is a must have. Thank you
HIGHLVL-I-1133
B
Billy Edmunds
It's been over a year since the "List View" came out for opportunities, however you still can't filter based on certain fields (ie stage), and we still can't create saved filters / smart lists. This is an absolute must, any idea if this will ever be implemented?
N
Nikita Kovbasa
Yes!
P
Pallavi Kothari
Merged in a post:
Smart lists
M
Mike Nussbaumer
We need an option to save filtered views and also to view it as a list. Generaly speaking also on contacts not only opportunities. Take a look at close.com for example on this.
B
Becki DeVall
This would be super helpful to be able to create a smartlist based off of more than just one opportunity stage. There should be and/or options to pull from more than one opportunity stage.