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 list of deals you manually choose.
To create a static list:
Go to Deals
Select the deals you’d like to add
Click Actions (top right)
Select Add to list
✅ Your new list will now appear:
When you hover over Deals in the left-hand nav
At the top of your Deals page
Dynamic Lists
A dynamic list is automatically updated based on filters.
For example, if you create a list with a filter for deals in the Closed won stage, any new deal you add in that stage will appear in that list automatically.
To create a dynamic list:
Go to Deals
Click AI Filter at the top
Type the filter(s) you want to apply and click search or hit enter
Check if the results match your filters
At the bottom right of the modal, click Save as list
Type the name and Save list
✅ Your dynamic list will now appear:
When you hover over your Deals tab
At the top of your Deals page
It will update automatically whenever a newly added deal matches the filter.
👉 Tip: Use static lists for fixed groups you want to track manually (e.g., named accounts) and dynamic lists for ongoing filters (e.g., deals by stage, owner, or close date).