Save Smart List (Contacts) Columns
When I add columns to smartlists/columns, for example, opportunity and source, there is no way to save those columns. When you go back you have to add them again. There are certain columns I use all the time (other people too I'm sure). It would be great if there was a way to save them. HIGHLVL-I-1615
Reorder columns in contacts/smartlists
Allow the ability to change column positions in contacts / smartlists. HIGHLVL-I-3313
Make Smartlists Part of Account Snapshots
Instead of having to manually duplicate smartlists from 1 subaccount to another, make it saveable to an account snapshot. big time saver. HIGHLVL-I-3324
Add Filter - "Is" or "Is Not" in Smart List
When managing thousands of contacts it's important to easily filter through contacts based on their values, and identify any discrepancies. By allowing the filter "is" or "is not" in a smart list will allow the user to compare contacts, effectively identifying errors in the segmentation process. This can also be used in many other ways, and could be useful to further segment smart or find polar opposite smart lists. Thanks
Filter contacts by opportunity custom fields
In the smartlists, we can only filter by Opportunity Age, Stage, Pipeline and Status. We need the ability to filter contacts by any default or custom field in the opportunity. Use case example: We have added a dropdown called "Product Type" in the opportunity. Now, we need to get all contacts who have opportunities with a certain product type.
Please Create Default Column Customization
It would be amazing if we can customize the default column selection when you load up smart lists. Seems like it might an easy but super helpful addition to CRM functionality
Smartlists - Missing Filter Options
We are missing some core filters when creating smartlists. The following are currently missing for each field type and it would be very helpful to be added as options: Is Empty is Not Tags: is not any of (then list multiple tags)
Segmenting by click / purchase
You should be able to create smart lists of contacts who clicked or purchased something without setting up automations. Easily segmenting buyers and interested people is a fundamental practice in email marketing. The fact we have to set up automations and tracking links for every single email we send manually is laborious and unnecessary. We can track clicks in email stats, and we can see buyers in transactions - so why can't we filter and create smart lists of people who clicked links in a certain email or purchased a certain product?