# 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.

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Canonical HTML: https://app.tradegoai.app/docs/smart-crm-views-filters
Last updated: 2026-08-27

Related documentation:
- [Manage customers and opportunities in Smart CRM](https://app.tradegoai.app/docs/smart-crm)
- [Track opportunities in Smart CRM](https://app.tradegoai.app/docs/smart-crm-opportunities)
- [Create and manage Smart CRM custom fields](https://app.tradegoai.app/docs/smart-crm-custom-fields)