What's my plan?

Available on all Sell plans

Sell smart lists allow you to gain an overview of your sales pipeline. You can use them to project trends and the win likelihood for closing deals, or to dive deep into information that you can export as reports.

Use this resource to better understand all of the different aspects of using smart lists, from creating and exporting them, to using smart list recipes to improve your workflow.

Getting started with smart lists

  • Creating and using smart lists
  • Creating and using smart list templates
  • Viewing your smart lists in Sell
  • Viewing and managing your smart lists in the Working Center
  • Filtering your working list and smart lists

Putting your smart lists to work

  • Using smart lists to bulk update and take action on your leads, contacts, and deals
  • Exporting a smart list

Useful smart list recipes for your workflow

  • Useful smart list recipes for sales

Using smart list fields

  • Standard calculated fields in Sell
  • Sales smart list fields reference
  • Adding and viewing smart list fields
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