Global Smart List in Snapshots
under review
j
joshua@xrev.co
Include smart lists in snapshots so customers have the ease of pre-customized lists to see their leads in different segments.
HIGHLVL-I-2111
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H
Harsh Chhabra
Merged in a post:
➕ Add "Smart Lists" to the SnapShot Cloning Process for New Accounts
M
Michael Makabi
We use a lot of various Smart Lists to filter between leads (over 20+). We would like to be able to offer our Smart Lists to new accounts without needed to manually perform this work. Any way you guys can add these asepect to the SnapShot clonning proceess.?
HIGHLVL-I-2577
R
Rashid Huseyn
This is one of those small things that would really help with setup process for new sub-accounts and significantly reduce the overheads with onboarding new clients
K
Katrina Schold
I agree - we have hundreds of subaccounts so this enhancement would make a huge difference.
H
Houtan Hormozian
Allow the smart-list (contacts only) to be shared with any user of the sub-account individually or globally.
Not all users need to have access to all lists.
H
Harsh Chhabra
marked this post as
under review
A
Andrew Madsen
Harsh Chhabra is it possible to get this feature pushed soon?
N
Nikita Kovbasa
Andrew Madsen any update?
N
Nikita Kovbasa
Harsh Chhabra any update?
H
Harsh Chhabra
Nikita Kovbasa We're trying to get this prioritized from Smartlists team. Expect this by early Q1.
C
Cara Clyne
Yes add thisssss!!!
L
Luke Holt
This is a really important feature that is missing. I have a particular way I teach my clients to segment but I can't have that segmentation list load in the snapshot and I have to rebuild it manually.
C
Cameron Arsenault
Please build this! Smart Lists are the best ways to make sure Leads don't get lost in the cracks of the sales process!!
The conversations tab doesn't have appropriate filters.
The opportunities view doesn't have the conversation history.
The "To Do" lists are a pain to use, having to open 7,000 tabs
Smart Lists are the only way to be efficient and having to recreate them inside every account is a PAIN!
C
Cody Tuma
Cameron Arsenault Agreed.
C
Christina Hawkins
This would be so helpful. We use smartlists so often for reporting and it's a pain to recreate each time.
G
Greg Simpson
I am so surprised that 3+ years later this isn't done
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