Added smart lists to Opportunities with saved and shareable views

The Opportunities module now supports smart lists that save filters, sorting, visible columns, and display formats in table or list view. Users can set a default view per pipeline, share lists with granular permissions, export results to CSV, and access a centralized page to manage all their views. This feature is currently available through Account Labs.

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Upvoters
Status

Finalisé

Board

Autre

ETA
May 12, 2026
Date

8 days ago

Author

Corinna de CrocoClick

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