Opportunity Smart Lists: Create, Manage, Share, and Export Deal Data

TL;DR

HighLevel now supports Opportunity Smart Lists. You can create, customize, share, and export these lists. This update provides more control over how opportunity data is viewed and managed, but its impact is standard.

Who this affects

HighLevel has not confirmed who is affected by this change. It is unknown if there are specific plan levels or agency setups required.

What changed

• Opportunity Smart Lists can be created, customized, and shared.
• Smart Lists can be viewed in both list and board views.
• Advanced filters are available for Smart Lists.
• Column fields can be reordered within Smart Lists.
• Default pipeline views can be set using Smart Lists.
• Smart Lists can be duplicated.
• Pipeline data from Smart Lists can be exported to CSV.
• Team sharing permissions for Smart Lists can be managed.
• Smart Lists can be edited or deleted without affecting the underlying deal data.
• Limits or plan gating details are unknown.
• The rollout status is unknown.

Where to find it

HighLevel has not published the exact location for this feature. Based on the functionality described, it will likely be found within the Opportunities section of a HighLevel sub-account, potentially under a new 'Smart Lists' or 'Views' menu option, or as an enhancement to the existing pipeline view controls.

How agencies will use this

An agency can now create a specific Opportunity Smart List to track leads that meet a precise set of criteria, for example, 'all opportunities in the 'Proposal Sent' stage with a deal value over $5,000 from clients tagged as 'VIP''. The agency owner can then save this filtered view, set it as a default for their sales team, and even duplicate it for different team members who need slightly varied perspectives. If a sales manager needs to analyze the pipeline for a quarterly review, they can quickly export the data from this tailored Smart List to CSV, ensuring they only get the relevant deals without manual filtering every time. This allows for focused reporting and daily task management specific to an agency's sales process.

Our take

This is a standard product enhancement. The ability to create, customize, and export Smart Lists for opportunities offers more flexibility in managing deal flow. While useful for agencies looking to refine their pipeline management and reporting, it is not a major change that demands immediate attention this week.