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TradeGo AI platform overview Get started with TradeGo AI Choose the right TradeGo AI product Prepare your company and product data Navigate TradeGo AI, confirm team access, and change language TradeGo AI glossary Develop potential buyers with TradePilot Work from TradePilot Today Manage development accounts in TradePilot Import potential buyers into TradePilot Use the TradePilot buyer workspace Handle customer replies and prepare quotations Transfer a qualified TradePilot buyer to CRM Manage customers and opportunities in Smart CRM Open Smart CRM from TradeGo AI Create and manage people in Smart CRM Create and manage companies in Smart CRM Track opportunities in Smart CRM Manage tasks and notes in Smart CRM Use Smart CRM lists, boards, filters, and record views Create and manage Smart CRM custom fields Import Smart CRM records from CSV Review Smart CRM import history and errors Create your company workspace Build reusable customer profiles Add and maintain product assets Create sales playbooks Review and manage Personal AI Memory Verify email addresses Optimize content for generative search Draft a customer email reply Create and review social copy Generate product catalogs Analyze a landing page Generate a proforma invoice Research, draft, and publish SEO content Create B2B product image sets Build enterprise video scripts Install and use TradeGo AI Translator Review contract risks with TradeShield Enrich and manage lead ads Create and manage quotations Create videos in Video Lab Format WooCommerce product content Use the Mail Workspace Connect an email account Connect applications to TradePilot Review and troubleshoot application connections Manage your profile and language Understand teams, roles, and product access Understand plans, subscriptions, and credits Top up credits and redeem a promotion code Review AI usage and billing records Review orders, payments, and receipts Join and manage the affiliate program Protect customer data and credentials Resolve sign-in, SSO, team, and 403 errors Research companies and markets with TradeClaw Write an effective TradeClaw research request Review TradeClaw sources and evidence boundaries Manage TradeClaw conversations and saved results Continue and share a TradeClaw research session Understand TradeClaw usage, credits, and limits Find and use products in Tool Market Resolve team and product access issues Manage Subscriptions, Credits, and Billing Records Protect customer data and account credentials TradeGo AI FAQ and support Resolve failed tool runs, missing results, and credit questions

#Use Smart CRM lists, boards, filters, and record views

Smart CRM lists help find and compare records, boards show stage-based work, filters narrow the current question, and record views show connected context.

#Who this is for

Use this guide when a long customer list needs to become a focused working view.

#Choose the right view

Use a list to search, sort, and compare records. Use a board where the entity supports stage-based work, such as opportunities and tasks. Use filters to focus on owner, stage, status, or another available field. Open a record view to inspect relationships and details before making a change.

#Work from a filtered question

Start with a question such as “Which opportunities need follow-up?” or “Which tasks are due?” Apply the available filters, review the results, and open records to complete the required action. Filters do not modify data.

#FAQ

#Do filters change CRM data?

No. Filters change the records shown in the current view; saving or editing a record changes data.

#When should I use a record view?

Open a record view when you need to inspect details and related people, tasks, notes, or other connected context before acting.

Last updated: 2026-08-27

Manage customers and opportunities in Smart CRM

Open Smart CRM through TradeGo AI, maintain the five core record types, use views and custom fields, import CSV data, and continue qualified TradePilot buyers.

Track opportunities in Smart CRM

Create an opportunity for a real potential deal, keep its stage aligned with evidence, and use the list or board to manage progress.

Create and manage Smart CRM custom fields

Add a custom field only for a shared business fact, choose its entity and type carefully, and keep labels and options consistent for the team.