Create Smart Lists for Companies: Filter, Save, and Share Views

Learn how to create a Smart List in Companies so you can quickly surface the right accounts, share focused views with your team, and stay organized. This tutorial walks you through building Smart Lists inside the Contacts section using filters and nested filters. What you will learn: Where to start: open the Companies tab in Contacts and click + List How to name and save your Smart List When to use Add filters vs. Add nested filters to refine results How to apply conditions and create the list for ongoing use Tips to share and standardize views across your team Why this matters: Simplified setup: return to the exact Company views you use most without rebuilding filters Increased organization: control how Company records are displayed and reduce noise Improved prioritization: standardize pipeline views and keep important accounts front and center By the end, you will be able to set conditions with filters and nested filters, apply them with confidence, and save a Smart List that your whole team can rely on. Next step: Try creating your first Smart List in Companies today, then share it with your team to keep everyone aligned. Subscribe for more product walkthroughs and tips.