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
- How can I include my contact's name when exporting a smart list?
- How to report on deals and opportunities?
- Nothing happens when clicking on one of My Dashboard widgets
- Why can’t I use other custom fields in the Group by dropdown field?
- Can I add custom widgets to my Sell Performance Dashboard?
- Can I create a report on deals by company?
- Sell Smart list recipe: Leads: Active leads list
- Sell Smart list recipe: Leads: Leads that have not responded
- Sell Smart list recipe: Leads: Unqualified leads list
- Sell Smart list recipe: Leads: Recently added leads list
- Sell Smart list recipe: Leads: Lead visit tracking
- Sell Smart list recipe: Contacts: My contact list
- Sell Smart list recipe: Contacts: My company accounts
- Sell Smart list recipe: Deals: My deal pipeline
- Sell Smart list recipe: Deals: Deals closing this month
- Sell Smart list recipe: Deals: Viewing stagnant deals
- Can I add notes to a Sell smart list?
- Why are my Sell leads missing?
- How can I share my smart list?
- Error: Export failed. There was a problem exporting your Smart List
- How can I include my contact's name when exporting a smart list?
- How to report on deals and opportunities?
- Nothing happens when clicking on one of My Dashboard widgets
- Why can’t I use other custom fields in the Group by dropdown field?
- Can I add custom widgets to my Sell Performance Dashboard?
- Can I create a report on deals by company?
- Sell Smart list recipe: Leads: Active leads list
- Sell Smart list recipe: Leads: Leads that have not responded
- Sell Smart list recipe: Leads: Unqualified leads list
- Sell Smart list recipe: Leads: Recently added leads list
- Sell Smart list recipe: Leads: Lead visit tracking
- Sell Smart list recipe: Contacts: My contact list
- Sell Smart list recipe: Contacts: My company accounts
- Sell Smart list recipe: Deals: My deal pipeline
- Sell Smart list recipe: Deals: Deals closing this month
- Sell Smart list recipe: Deals: Viewing stagnant deals
- Can I add notes to a Sell smart list?
- Why are my Sell leads missing?
- How can I share my smart list?