Smartlists

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

Allow the ability to change column positions in contacts / smartlists. HIGHLVL-I-3313

Business Case: Our workflows require quick access to Custom Object data while working with Contacts. For example, a wine retailer needs to filter contacts by purchase history (stored in Custom Objects) to create targeted marketing campaigns. Requested features: * Contact Smart List Filtering: Add Custom Object fields as filter options in Contact Smart Lists. * Column Display: Allow Custom Object fields to be added as columns in Contact list views. * Contact Detail View: Display associated Custom Objects directly within Contact detail screens * Workflows: Allow business logic with associated custom objects in workflows (still evaluating) All are needed without navigating away from the Contact interface or otherwise breaking immersion or user's workflow context. Current System Limitations * Contact Detail: Requires 3-6 clicks through Associations to view Custom Object data. Poor user experience for quick insights * Contact Lists: No ability to filter or display Custom Object associations. Cannot segment contacts based on related data. * Custom Object List when added: Shows all objects regardless of association; limited search (3 fields max). Inadequate for contact-specific workflows Example Use Case: We have Custom Objects (OrderedItems - order line items) associated with Contacts, with properties like: item_wine_varietal (enum) item_price ( float ) item_quantity (float) order_date (date range) vineyard (enum) item_subtotal (float) We need to create Smart Lists like "Contacts who purchased Zinfandel over $100" or "Customers ordering any items in the last 14 months" (and any other number of permutations) - without navigating away from the Contact interface - this is key..

When will this feature finally be available? This is a MUST HAVE!

I want to filter leads based off of their most recent survey submission. Our agency deals with people who submit surveys on FB. Having a smart list option for "survey submitted X days ago" would help tremendously with our agency! Right now, I can filter people who have submitted just 1 survey by the "contact created x days ago". But if a client has filled out multiple surveys, it's impossible to create accurate lists for them. The CRM shows that they were "Created" when the first survey was submitted. But I want to filter leads based off of their most recent submission. For example, I have leads who have filled out surveys back in March but then a new survey today. But I can't filter that for my guys to dial out and follow up because the CRM shows they were "Created" back in March when the first survey was submitted. So, there is almost no way to get my guys a list of fresh leads who have also submitted surveys before and are already in my CRM. I have a pipeline stage for newly submitted leads, so it works that way. But after my 5-day nurture campaign, it just simply is impossible to filter by most recent survey submission. I want my guys dialing 30 day old leads, but based off of the most recent submission. Not based off of when the contact was "created". Thank you!

The ability to create a form (for intake or check-in purposes) where the user can enter their unique contact ID (the native ID ghl creates) into the form in order to trigger automations or updates to their contact data. This would be huge for users who would like to use a form for something like checkins or updates for a specific contact when there may be "duplicate" phones/emails in the system. eg. a fitness gym might have a family of four people, each with the same phone/email, but they all have their own contact ID. each member could enter their contact ID to check-in. This would especially benefit any business with a sign-in sheet or check-in procedure such as health clubs, martial arts academies, medical clinics, chiros, etc.

Inside Smart Lists, would be useful to have Tasks involved, especially as a column. This way as a sales person, you can filter smart lists based on the next task due, and contact people with the latest task due/overdue, but do it within the SmartLists, rather than the Tasks view, which is limited, because you can't filter the Tasks view at all.

Unless I'm missing something, I'm unable to create a smart list of contacts that submitted a particular form.

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

It's kind of annoying to anyways have to share Smartlists after you make them. I also run into the issue of not being able to make a Smartlist shareable until I add users to the account when I'm setting up a new account.