How to use smart lists and reports in the sales CRM
Articles that answer questions and help solve issues using smart lists and reports in the sales CRM. Content also includes common recipes to create custom smart lists or reports.
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How can I share my smart list?
Question How can I share my smart list with my team? Answer When you create a smart list, the list is only visible ... -
Why are my Sell leads missing?
Question I can't find certain leads, contacts, or deals in smart lists. Where did they go? Answer Search for the le... -
Can I add notes to a Sell smart list?
Question Is it possible to add notes to a smart list? Answer No, you cannot add a column of notes to a smart list. Yo... -
Sell Smart list recipe: Deals: Viewing stagnant deals
About the smart list Smart list name: Forgotten deals Sell section: Deals Suggested user level: Sell user or manager ... -
Sell Smart list recipe: Deals: Deals closing this month
About the smart list Smart list name: Deals closing this month Sell section: Deals Suggested user level: Sell user or... -
Sell Smart list recipe: Deals: My deal pipeline
About the smart list Smart list name: My deal pipeline Sell section: Deals Suggested user level: Sell user Descriptio... -
Sell Smart list recipe: Contacts: My company accounts
About the smart list Smart list name: My company accounts Sell section: Contacts Suggested user level: Sell user Desc... -
Sell Smart list recipe: Contacts: My contact list
About the smart list Smart list name: My contact rolodex Sell section: Contacts Suggested user level: Sell user Descr... -
Sell Smart list recipe: Leads: Unqualified leads list
About the smart list Smart list name: Smart list name Sell section: Leads Suggested user level: Sell user Description... -
Sell Smart list recipe: Leads: Active leads list
About the smart list Smart list name: Active leads list Sell section: Leads Suggested user level: Sell user or admin ... -
Can I create a report on deals by company?
Question How can I create a report on the number of deals for each company in my Sell account? Answer There is no nat... -
Can I add custom widgets to my Sell Performance Dashboard?
Question Can I add custom widgets to my Sell Performance Dashboard? Answer It is not possible to add your own custom ... -
Why can’t I use other custom fields in the Group by dropdown field?
Question I'm trying to use a custom field as a Group by when creating a widget. Why is it not showing up from the dro... -
Nothing happens when clicking on one of My Dashboard widgets
Issue symptoms I have several widgets set up on My Dashboard. When I click on the My Smart Lists widget, nothing happ... -
How to report on deals and opportunities
Question How do I report on signed contracts? How can I understand the outcomes of my deals? Where can I see a list o... -
Error: Export failed. There was a problem exporting your Smart List
Issue symptoms I received the error: Explore failed. There was a problem exporting your Smart List when attempting to...