Creating and using smart list templates

Smart lists are created by individual Sell users for their own use (see Creating and using smart lists). Smart lists cannot be shared between Sell users; however, an admin user can create smart list templates that can be used by all Sell users.

Using templates is an effective way of standardizing and streamlining the management of your sales pipeline. For example, you might want to create a template for providing better insight into those leads that need to be followed up with.

This article covers the following topics:

• Creating templates
• Editing and deleting templates
• Creating a new smart list from a template 

Creating templates

Admin users create smart list template in the settings pages of leads, contacts, and deals. The templates you create are available to all Sell users from the Working Center.

To create a smart list template

1. Click the Settings icon (), then select Customize > Leads, Customize > Contacts, or Customize > Deals.
2. Select the Smart List Templates tab.
3. Click the +New Template button.

The working list for leads, contacts, or deals is displayed (whichever you had chosen). Add fields, set field options, and refine the working list as needed, enter a name for the template, then click Save template.

Your templates are available to Sell users in the Working Center.

Editing and deleting templates

An admin user can edit templates. Changes you make to an existing template do not have an effect on the smart lists that have been already created from them. Changes to a template affect only newly created smart lists.

To edit a smart list template

1. Click the Settings icon (), then select Customize > Leads, Customize > Contacts, or Customize > Deals.
2. Select the Smart List Templates tab.
3. Click the Edit button of the template you want to change.
4. The template is displayed. Make changes and then click Save.

You can delete templates following the same procedure to access the list of templates, then choose the Delete button instead. You’ll be prompted to confirm that you want to delete the template.

As with edits, deleting a template has no effect on the smart lists that have been created from it.

Creating a new smart list from a template

Sell users can base a new smart list on a template. All of the templates that are available are shown in the Working Center for leads, contacts, and deals.

Open the Working Center and click Templates to see the templates.

Click a template and the working list for leads, contacts, or deals is displayed (whichever you had chosen). You can choose to use the template as is, or you can add fields, set field options, and refine the working list as needed.

To add the template as a new smart list, click Use template.

Note: Smart list templates display the records that, based on each user's own data permissions, are available to be displayed. Therefore, the records shown in a smart list that is based on a template may differ between users in your Sell account.