Deal Smart Lists

The new Smart List view in Base lets you define what matters to you most in your records, and work with them accordingly.

Check out this video on using Smart Lists. Also please note that Smart Lists are available for Leads, Contacts, and Deals within Base.

At its core, the Smart List starts with a full list of your deals, including active and closed deals. You can add more columns (and edit and remove them later) to see more data categories. Naturally, this also includes the custom fields you define for your deals. If the columns you add to the list take up too much space, you will see a tab that says "More" - that's where the extra columns are.

You can scroll the list view horizontally - the scroll bar at the bottom of the screen will always indicate your position in the list.

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In order to make sure you can focus on the most pertinent details, Base lets you order the columns — as easy as drag and drop. Just click on the tab on the right-hand side of the column's name, and drag it to where you want it to be.

Each column can be filtered using relevant criteria, and you can sort the entire list based on the column you select. If your filters and sorting options are applied to columns that are off-screen at the moment, the "More" tab will indicate that accordingly.

You can apply several filters, on several columns, at the same time. The possible use of these include, for instance, "all won deals that came from a specific source, sorted by deal value."

If you want to return to the default view, just click the Clear All Filters button.

You can remove a column by clicking on the trash can icon available when you open a column's filtering options.

Note: A smart list defined by one user of the account will only be visible to that person. Each user will need to recreate lists on their own. Utilize the help of Smart List Templates to guide users on key Smart Lists to create!

Once you have your Smart List defined you can export all of the data in a CSV file.  Follow this guide for more details:  Exporting your Smart Lists. 

 

Save Smart Lists

No need to undo all of your hard work to create a new Smart List. Once you've got it perfected - save it, and create a new one!

You can save a new Smart List by clicking "Save" or "Save as Smart List" depending on the view you're in.

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You can name your Smart List whatever you'd like, just click on the existing Smart List name (will be labeled "Untitled" if new), type the name, and hit Enter on your keyboard to save. You'll be prompted for a name when you save your new list for the first time.

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To create dynamic Deal Reports with Smart Lists add Fields to filter and sort by. Every change you make is automatically saved as a draft and can be created as a new Smart List.

Pro Tip: Use our moving date range filter to automatically select information within a given range of time. If you'd like your Smart List to always show you information filtered for the current month, choose the This Month option in the date filter.

Smart Lists also allow you to find records that are missing certain pieces of information in default or Custom Fields.

For example, if you’re looking to find all of your Contacts that are missing a Title, you can do so by clicking the filter icon on the Title Column.

Once you're done making changes, don't forget to Save!

 

Et voila, you're all set! You can then swap between smart lists from the Deals Working Center. Any Smart List that is saved will sync up with your mobile apps as well!