A Better Way to View and Manage Your Lists
Introducing SmartLists 2.0 — a completely re-engineered framework for filters, sorting, and list management across your CRM modules.
This new version brings faster load times, smoother navigation, and persistent filters and column layouts that remember your preferences — so every time you return, your list looks exactly the way you left it.
The updated list view also includes major UI and UX improvements for a cleaner, more modern look, making it easier to scan data, manage fields, and collaborate across teams.
How to Use
Open Contacts, Opportunities, or any CRM module using SmartLists.
Apply your preferred filters, sorting options, or column layouts.
Customize your view using the new Manage Fields Drawer — simply drag and drop to rearrange or hide fields.
Create, save, or edit SmartLists using advanced logic filters.
Share lists with teammates directly using the new Share & Permissions panel.
Every setting — from filters to sort order — is now saved automatically, so your SmartLists always load exactly how you left them.
Why This Matters
This update makes working with lists faster, easier, and far more reliable — especially for teams handling large datasets.
By optimizing query handling and data pagination, SmartLists 2.0 loads up to 40% faster than before. Combined with the new design and layout persistence, it dramatically reduces friction in day-to-day CRM tasks.
You’ll also get better visibility, improved collaboration, and fewer manual steps — making list management one of the most efficient parts of your workflow.
Use Cases
• Sales Teams: Filter and sort leads instantly without waiting for reloads or losing your setup.
• Agencies: Share SmartLists across accounts or teams for consistent reporting and tracking.
• Client Managers: Customize list layouts for different clients or campaigns.
• Data-Driven Teams: Build reusable lists with complex filter logic to track performance at a glance.
SmartLists 2.0 isn’t just an update — it’s a whole new way to manage and organize data across your Gold Star Pro CRM.
