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How to use smart lists and reports in the sales CRM
Articles that answer questions and help solve issues using smart lists and reports in the sales CRM. Content also includes common recipes to create custom smart lists or reports.
Error: Export failed. There was a problem exporting your Smart List
Edited Dec 07, 2023
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How to report on deals and opportunities
Edited Feb 19, 2024
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Nothing happens when clicking on one of My Dashboard widgets
Edited Jan 25, 2024
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Why can’t I use other custom fields in the Group by dropdown field?
Edited Jan 25, 2024
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Can I add custom widgets to my Sell Performance Dashboard?
Edited Jan 25, 2024
1 vote · 2 comments
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Can I create a report on deals by company?
Edited Mar 08, 2024
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Sell Smart list recipe: Leads: Active leads list
Edited Nov 16, 2022
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Sell Smart list recipe: Leads: Unqualified leads list
Edited Nov 16, 2022
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Sell Smart list recipe: Contacts: My contact list
Edited Jan 25, 2024
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Sell Smart list recipe: Contacts: My company accounts
Edited Jan 25, 2024
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Sell Smart list recipe: Deals: My deal pipeline
Edited Jan 25, 2024
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Sell Smart list recipe: Deals: Deals closing this month
Edited Jan 25, 2024
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Sell Smart list recipe: Deals: Viewing stagnant deals
Edited Nov 16, 2022
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Can I add notes to a Sell smart list?
Edited Jan 25, 2024
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Why are my Sell leads missing?
Edited Aug 21, 2024
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How can I share my smart list?
Edited Jan 25, 2024
2 votes · 8 comments
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