GHL Opportunity Smart Lists Guide

New QR Code Styling Options: Shapes, Borders, and Rim Text

What it does:
Lets you stop using boring QR codes. You can now tweak the shape, style the border, and add text around the edge.

Where in GHL:
Accessible via Sites → QR Codes and within QR tools embedded in Funnel and Website builders.

Impact:
Improves visual presentation and brand alignment while increasing scan appeal.

Best suited for:
Agencies that care about branding, small businesses running local promotions, online stores, and teams pushing QR campaigns.

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Collapse & Resize Pipeline Stages in Kanban View

What it does:
Lets you hide pipeline stages you’re not actively using and adjust column widths so your board fits the way you work.

Where in GHL:
Inside Opportunities when you’re viewing your pipeline in Kanban mode.

Impact:
No more dragging your screen forever just to find the deals that matter.

Best suited for:
Owners running multi-stage pipelines, reps working deals every day, and anyone fed up with a messy board.

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Notes Just Got Smarter for the Contacts Page

What it does:
Upgrades the notes area so it’s easier to write, review, and keep things organized inside a contact record.

Where in GHL:
Found directly within each contact’s profile under Notes.

Impact:
Makes it simpler to see what’s been discussed and who added what — without digging through clutter.

Best suited for:
Teams collaborating on accounts and businesses that document every client touchpoint.

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New Asana Actions in Workflows – Find Project & Find Section

What it does:

Lets your workflow check what already exists in Asana before adding anything new.

Where in GHL:
Go to Workflows, add an action, and choose the Asana integration.

Impact:
No more duplicate projects. No more messy task boards. Just cleaner automation.

Best suited for:
Operations teams and agencies that rely on Asana to manage client delivery.

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Email AI + Knowledge Base Integration

• What it does:
  Allows Email AI to reference your Knowledge Base for smarter, more accurate responses.
• Where in GHL:
  Found in Conversations → Email composer with AI enabled and Knowledge Base settings under AI configuration.
• Impact:
  Smarter email suggestions that understand your business and help you reply quicker.
• Best suited for:
  Support teams, agencies managing inboxes, and businesses scaling communication with AI.

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Dialer: Auto-Minimize, Pin & Drag

• What it does:
  Lets you auto-minimize the dialer during calls, pin it in place, and drag it anywhere on screen.
• Where in GHL:
  Found in Conversations → Dialer.
• Impact:
  Cleaner workspace and easier multitasking during sales or support calls.
• Best suited for:
  Sales teams, outbound callers, appointment setters, and agencies making daily calls.

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Schema Markup Using AI

• What it does:
  Generates structured schema markup automatically using AI for SEO enhancement.
• Where in GHL:
  Found in Sites → Website or Funnel settings within AI or SEO sections.
• Impact:
  Improves search visibility without manual coding.
• This works well for:
  Teams building websites that need stronger search visibility, from agencies to small local businesses.

Opportunity Smart Lists are saved, customizable views inside the Opportunities section of GHL.

Think of them like “saved filters” — but upgraded.

Instead of applying filters every time you open your pipeline, you can now:

• Save filtered views
• Save column visibility
• Save sorting preferences
• Choose which pipelines they appear in
• Share them with your team
• Set them as default views

And reopen them instantly.

That’s the difference.

Before this update, filtering was temporary.

Now it’s structured.

You can create Smart Lists in:

• Board View (Kanban style pipeline view)
• List View (Table format)

Both options let you build a view that matches how your team actually works.

This isn’t just about filtering.

It’s about standardizing visibility.

You can:

• Show Smart Lists across all pipelines
• Restrict them to specific pipelines
• Set a default view for the entire sub-account
• Share with admins only, all users, or selected users
• Control view-only or edit permissions

That means no more “everyone sees something different.”

Everyone can now work from the same structure.And for agencies managing multiple roles, closers, setters, VAs, managers, that consistency matters. A lot.

Opportunity Smart Lists aren’t just a convenience feature. They solve real operational problems inside growing agencies.

If you’ve got more than one person working inside Opportunities, things can get messy fast.

Different filters. Different sorting. Different columns showing. Same pipeline. Different reality. That’s where things break down.

Eliminate Repetitive Filtering  

Before this update, every time someone logged in, they rebuilt their view.

• Filter by stage
• Filter by owner
• Filter by pipeline
• Adjust visible columns
• Re-sort the list

Multiply that by 5 team members. Multiply that by every single day. Opportunity Smart Lists eliminate that friction.

Build it once. Save it. Reopen it instantly. No rebuild required.

Standardize Pipeline Views  

This is the big one. You can now set a default view for specific pipelines. And that default applies to the entire sub-account. Not just one user.

That means:

• New team members see the correct view immediately
• Managers don’t have to “explain the filters”
• Everyone works from the same dashboard structure

Consistency increases speed. And speed increases revenue.

Improve Team Collaboration  

Opportunity Smart Lists also give you control over sharing.

You can share with:

• Admins only
• All users
• Selected users

And you can assign:

• View-only access
• Edit access

So your closers can use the view. Your managers can adjust the view. And your VAs don’t accidentally change the structure. That’s controlled visibility.

Reporting & Export Flexibility  

You can now export Smart List results directly to CSV.

This means:

• Pull filtered opportunity data fast
• Share performance snapshots
• Build quick reports without custom dashboards
• Send pipeline summaries to clients

No manual filtering first. Just export the saved view.

Opportunity Smart Lists don’t just clean up your pipeline. They clean up your team’s workflow. And when your workflow is cleaner, your sales process runs tighter.

Creating an Opportunity Smart List happens inside the Opportunities section of your sub-account after the feature is enabled in Labs. You will build a filtered view, adjust sorting and visible fields, then save that configuration as a reusable Smart List.

Below are the exact steps to create and save your first Opportunity Smart List in GoHighLevel.

• Access the Opportunities Section in GHL.
• Build Your Custom View in Opportunities.
• Save as an Opportunity Smart List.

To start, make sure you are logged in to your GoHighLevel sub-account.

• The Main Menu on the left side of your screen has all the main areas that you work in when using GHL.

1.1 Click on “Opportunities”  

• You’ll now be inside your pipeline dashboard.

1.2 At the top of the screen, choose: Board View (Kanban style) or  List View (Table format)

• You can create Opportunity Smart Lists in either view.

• Now create the exact filtered view you want to save.

2.1 Click Advanced Filters

• This opens the full filtering panel so you can define exactly which opportunities should appear in your Smart List.

2.2 Apply Filters  

Use the filter options to narrow your results by:

• Pipeline
• Stage
• Opportunity Owner
• Status
• Value
• Tags

2.3 Click Apply

• This updates the screen to show only the opportunities that match your selected criteria before saving the Smart List.

• Once your view looks exactly how you want it, you’re ready to save it for reuse.

3.1 Click +Lists

• This opens the option to create and save a new Smart List based on your current filtered view.

3.2 Edit all the filters for new smart lists

• Review and confirm your selected filters to ensure this Smart List shows exactly the opportunities you want going forward.

3.3 Name It Clearly  

Use descriptive names like:

• High Value Deals

Clear naming prevents confusion as your team grows.

3.4 Click Save  

• Your Opportunity Smart List is now active. You can reopen it anytime without rebuilding filters.

That’s it. One build. Saved forever. Reusable across your team.

Opportunity Smart Lists are simple to create. But how you use them determines whether they save you minutes… Or transform your entire pipeline workflow.

Here’s how to actually use them the right way.

1. Build Role-Based Smart Lists  

Don’t create generic views. Create views based on responsibility.

Examples:

• Setter View – New Leads + Uncontacted
• Closer View – Proposal Sent + High Value Deals
• Manager View – All Open Opportunities + Sorted by Value
• VA View – Follow-Up Required

This removes confusion. Everyone logs in and sees what matters to them.

2. Standardize Your Default Pipeline Views  

If you’re running a team, set one Smart List as the default view for key pipelines. Why? Because new users won’t know how to filter properly.

Instead of training them on filters, train them on process. Set the view once. Everyone works from the same structure.

3. Use Duplicate Instead of Rebuilding  

Want a slightly different variation? Duplicate the Smart List.

Then tweak:

• Stage filters
• Owner
• Sorting
• Fields

This keeps naming consistent and prevents view chaos.

4. Keep Naming Clear and Intentional  

Avoid vague names like:

• Test
• View 1
• Pipeline Filter

Instead use names like:

• High Ticket – Closer View
• 7-Day Follow-Up
• Reactivation – Pending

Clear naming saves time later. Especially when your team grows.

5. Use Export for Quick Reporting  

Smart Lists double as reporting tools.

Rather than setting up a whole new dashboard, just:

• Filter opportunities
• Export to CSV
• Send snapshot reports
• Analyze in Sheets

This is powerful for agencies sending weekly sales reports to clients.

6. Don’t Over-Share Edit Access  

Remember: Users with edit access can modify sharing permissions.

That means structure can change quickly.

Give:

• Managers = Edit access
• Sales reps = View access

Protect your system. Opportunity Smart Lists aren’t flashy. They’re foundational. Used correctly, they quietly tighten your entire sales operation.

Opportunity Smart Lists aren’t just a UI improvement. They’re an operational upgrade.

If you run an agency, manage a sales team, or handle multiple pipelines, this feature tightens everything behind the scenes.

Here’s how:

Cleaner Sales Execution  

When everyone sees the same structured view:

• Follow-ups happen faster
• Deals don’t get missed
• High-value opportunities stand out
• Stalled deals become visible

Instead of scrolling through clutter, your team sees exactly what requires action.

Clarity increases speed. Speed increases close rates.

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Faster Onboarding for New Team Members  

New closer joining? New VA starting Monday?

Instead of teaching them how to:

• Filter pipelines
• Sort columns
• Customize fields

You just say:

“Use the Closer View Smart List.”

Done. The system teaches them what matters. Not the other way around.

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Stronger Pipeline Control for Managers  

Managers can now:

• Set default views
• Standardize pipeline visibility
• Protect structure with permission controls
• Monitor high-priority deals easily

This reduces pipeline chaos. And prevents every rep from creating their own “version” of reality.

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Real-Time Reporting Without Extra Tools  

Need to send a weekly sales update?

Instead of rebuilding filters:

1. Open the Smart List
2. Click Export
3. Send the CSV

That’s fast. And scalable.

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Real-World Application Example  

Let’s say you run a 5-person sales team.

You create:

• New Leads – Setter View
• Proposal Sent – Closer View
• High Value Deals – Manager View
• Follow-Up Required – VA View

Each role logs in and works from their assigned Smart List. No confusion. No wasted clicks.

Just execution. That’s what Opportunity Smart Lists unlock. Structure without complexity.

Opportunity Smart Lists won’t make headlines. But they will make your pipeline tighter. And tighter pipelines close more deals.

Opportunity Smart Lists fix something that used to quietly slow teams down.

Rebuilding filters. Re-sorting pipelines. Re-adjusting columns. Explaining views to new team members. Over and over.

Now? You build the view once. You save it. You standardize it. You share it. And your entire team works from the same structure.

That’s not flashy. But it’s powerful.

With Opportunity Smart Lists inside GHL, you can:

• Save custom opportunity views
• Set pipeline-level default views
• Control visibility and permissions
• Duplicate structured views fast
• Export filtered data instantly
• Manage everything from one place

For agencies, this means tighter pipeline control. For managers, this means clearer reporting. For sales teams, this means fewer wasted clicks.

What used to feel repetitive now feels organized. What used to feel inconsistent now feels controlled.

If you haven’t enabled Opportunity Smart Lists yet, go to Subaccount Labs and turn them on. Then build your first standardized pipeline view. And watch how much smoother your Opportunities tab feels.

Check back to the GHL Growth Garage blog for more GoHighLevel feature breakdowns like this.

Have you started using Opportunity Smart Lists yet? If so, what’s the first Smart List you built?