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Knowledge Base/Opportunities & Pipelines/Smart Lists in Opportunities

Smart Lists in Opportunities

Opportunity Smart Lists help teams save and reuse customized views in the Opportunities area of Bizura. Instead of rebuilding the same filters, sorting, and visible fields each time, users can save a configured view and return to it whenever they nee

Last updated: May 26, 2026


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On this page

  • What are Opportunity Smart Lists?
  • Key Benefits of Opportunity Smart Lists
  • List and Board Smart Lists in Opportunities
  • Managing Opportunity Smart Lists
  • Editing an existing Smart List
  • Duplicating a Smart List
  • Exporting a Smart List
  • Sharing a Smart List and Copying a Link
  • How To Setup Opportunity Smart Lists
  • Managing all Smart Lists
  • Frequently Asked Questions
  • Related Articles

In this folder

  • Understanding Pipelines
  • Understanding Opportunities in Bizura
  • Step-by-Step Guide: Creating Pipelines
  • Step-by-Step Guide to Creating Opportunities
  • How to use Custom Fields for Opportunities
  • Editing Opportunities
  • Editing Opportunities Status
  • Deleting and Restoring Opportunities & Pipelines
  • How to Decouple Owners for Contacts and Opportunities
  • Importing Opportunities using a CSV file
  • How to Filter Opportunities
  • Searching for Opportunities
  • List View for Opportunities
  • How to Decouple Owners for Contacts and Opportunities
  • Customize Opportunity Cards in Board View
  • Multiple Opportunities For The Same Person In The Same Pipeline
  • Opportunities - FAQs
  • How to Color-Code Opportunity Pipelines (Smart Tags)
  • How to Manage Pipeline Permissions
  • Understanding The Create New Opportunity Toggle
  • How to Duplicate & Copy Pipelines to Sub-Account(s)
  • Use Kanban View in Opportunities
  • Opportunity Forecasting in Bizura
  • Smart Lists in Opportunities
  • How to Customize Pipeline Stage Colors in Opportunities
  • Automating Opportunities
  • Multiple Opportunities Toggle in Workflows
  • How to Use Opportunity Notes?
  • Add Prospects to a Pipeline from the Prospecting Tool
  • Bulk Edit Opportunities

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