How do I create a Company Opportunity Smart List

Note: Only administrators have the ability to create Company Opportunity Lists. If you do not have access to this feature, contact the administrator at your company, or your Mindmatrix consultant, for more information.

Go to Setup > Company Smart Lists > Company Opportunities Lists

Note: Things may be under a different part of your navigation bar depending on your settings and customization. Contact your Support team or Consultant for further assistance if you can’t find the selection noted.

Select an Opportunity Record type using the tabs in the upper right hand corner, then click the “Create” button.

Enter a "Name", and then click on the 'next' icon.

Optional information fields: 

A. Description: add any relevant explanatory notes and comments

B. Filters: add search filter tags

Create “Conditions” as you would for a standard "Contact Smart List". When you have made your selections, click on the 'next' icon.

Learn more about creating Smart Lists here: How do I create a Smart List?

(Optional) use the tabs and sliders to share this list with other Users, User Groups, Organizations, and/Organization Groups. When you are satisfied with your selections, click on the “next” icon. 

Sharing: 

1. Users / User Groups / Organizations / Organization Groups

2. Send Email to Notification - (send to relevant Users/ User Groups/ Organizations, ect.)
   

3. All / Shared / Not Shared - Sort by shared/unshared status
   

4. Set view and access Permissions
   

If you wish to receive email and/or dashboard notifications when the list receives new entries, click on email and/or notification check boxes respectively. Otherwise, click "Finish".

Notification Options

A. Email

B. To Do (Dashboard Notification)

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