What is the Working Center?

Click the three lines at the upper left of your Leads, Contacts, or Deals page. Here you will see a overview of all your Smart Lists along with key insights such as total number of deals and value along with how many require your action.


If you have a large number of Smart Lists you can scroll through these cards using the dots at the bottom of the page or the left right arrows on the side of the screen. You can also sort your lists either Alphabetically or from what has most recently been viewed.


If you need to add a new Smart List click the New List button or choose a template that your admin has already created for you.