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Smart lists in Companies

Company Smart Lists help you save and reuse customized company smart lists. Instead of rebuilding the same setup every time, you can save your filters, sorting, and field configuration as a Smart List and open it whenever you need it.

Last updated: May 26, 2026


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On this page

  • Overview
  • What Are Company Smart Lists?
  • Key Benefits
  • How to Create a Smart List
  • What Gets Saved in a Smart List
  • How to Edit an Existing Smart List
  • How to Duplicate a Smart List
  • How to Export a Smart List
  • How to Manage All Smart Lists
  • How to Share a Smart List
  • Permission Types
  • Delete a Smart List
  • Frequently Asked Questions

In this folder

  • Getting Started with Companies
  • Company Based Workflows - Company Triggers & Actions
  • Import Contacts and Automatically Create Associate Companies
  • Export Companies (CSV Download)
  • Smart lists in Companies
  • Bulk Delete for Companies
  • Using Company Fields Across Bizura

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