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

Issue symptoms I received the error: Explore failed. There was a problem exporting your Smart List when attempting to...

Edited Apr 11, 2025

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How to report on deals and opportunities

Question How do I report on signed contracts? How can I understand the outcomes of my deals? Where can I see a list o...

Edited Apr 11, 2025

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Nothing happens when clicking on one of My Dashboard widgets

Issue symptoms I have several widgets set up on My Dashboard. When I click on the My Smart Lists widget, nothing happ...

Edited Apr 11, 2025

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Why can’t I use other custom fields in the Group by dropdown field?

Question I'm trying to use a custom field as a Group by when creating a widget. Why is it not showing up from the dro...

Edited Apr 11, 2025

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Can I add custom widgets to my Sell Performance Dashboard?

Question Can I add custom widgets to my Sell Performance Dashboard? Answer It is not possible to add your own custom ...

Edited Apr 11, 2025

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Can I create a report on deals by company?

Question How can I create a report on the number of deals for each company in my Sell account? Answer There is no nat...

Edited Apr 11, 2025

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Sell Smart list recipe: Leads: Active leads list

About the smart list Smart list name: Active leads list Sell section: Leads Suggested user level: Sell user or admin ...

Edited Apr 11, 2025

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Sell Smart list recipe: Leads: Unqualified leads list

About the smart list Smart list name: Smart list name Sell section: Leads Suggested user level: Sell user Description...

Edited Apr 11, 2025

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Sell Smart list recipe: Contacts: My contact list

About the smart list Smart list name: My contact rolodex Sell section: Contacts Suggested user level: Sell user Descr...

Edited Apr 11, 2025

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Sell Smart list recipe: Contacts: My company accounts

About the smart list Smart list name: My company accounts Sell section: Contacts Suggested user level: Sell user Desc...

Edited Apr 11, 2025

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Sell Smart list recipe: Deals: My deal pipeline

About the smart list Smart list name: My deal pipeline Sell section: Deals Suggested user level: Sell user Descriptio...

Edited Apr 11, 2025

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Sell Smart list recipe: Deals: Deals closing this month

About the smart list Smart list name: Deals closing this month Sell section: Deals Suggested user level: Sell user or...

Edited Apr 11, 2025

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Sell Smart list recipe: Deals: Viewing stagnant deals

About the smart list Smart list name: Forgotten deals Sell section: Deals Suggested user level: Sell user or manager ...

Edited Apr 11, 2025

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Can I add notes to a Sell smart list?

Question Is it possible to add notes to a smart list? Answer No, you cannot add a column of notes to a smart list. Yo...

Edited Apr 11, 2025

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Why are my Sell leads missing?

Question I can't find certain leads, contacts, or deals in smart lists. Where did they go? Answer Search for the le...

Edited Apr 11, 2025

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How can I share my smart list?

Question How can I share my smart list with my team? Answer When you create a smart list, the list is only visible ...

Edited Apr 11, 2025

2 votes  ·  8 comments

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