Smart Lists In Opportunities: Create And Share Custom Pipeline Views

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Smart Lists In Opportunities: Create And Share Custom Pipeline Views

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In this episode of The Biz Pilot Briefing... we introduce Smart Lists for Opportunities in Biz Pilot 360. Smart Lists let you create focused, shareable views of deals and contacts across chosen pipelines—pick Board or List view, apply filters, sorting, and visible fields, then create and share via Sharing & Permissions. For businesses, marketers, and entrepreneurs this update reduces repetitive setup, standardizes pipeline visibility, and speeds access to the opportunities that matter most. Admins gain better control to filter out noise and enforce consistent views, helping teams prioritize effectively. Overall, Smart Lists streamline pipeline management, improve team alignment, and make it easier to move deals forward. Learn more about Biz Pilot 360 at https://bizpilot360.ai.

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