You can create static lists (manually selected) or dynamic lists (filter-based) to organize the way you view deals.
You can create static lists (manually selected) or dynamic lists (filter-based) to organize the way you view deals.
Static lists
A static list is a collection of deals you manually choose. Use these for fixed groups, such as specific named accounts.
Go to Deals.
Select the deals you want to include in your list.
Click Actions in the top right corner.
Select Add to list.
Your new list will appear at the top of your Deals page.
Dynamic lists
A dynamic list updates automatically based on specific filters. For example, a list filtered for "Closed won" deals will automatically include any new deal moved to that stage.
Go to Deals.
Click Filter at the top right of the page.
Type the filters you want to apply and press Enter or manually apply filters
Verify that the results match your criteria.
Click Save dynamic list
Enter a name for your list and click Save list.
Your dynamic list will appear at the top of your Deals page.
The list will update automatically whenever a new deal matches your saved filters.