How to Access the List View:
- Go to the Opportunities section and change to the List View using the toggle in the top right corner.
Feature List:
- Opportunities in a Listed View: See all your opportunities organized in a clear, tabular format. This makes it easier to scan through and find the information you need quickly.
- Sorting Across Fields: Easily sort your opportunities by any field, allowing you to prioritize and manage them more effectively.
- Customizable Fields: Choose which fields you want to display in your list view. You can resize and rearrange the fields as well.
- Full Feature Parity with Board View: All the powerful features you use in the board view are available in the list view too. This includes advanced filters to narrow down your search and robust search functionality to quickly find specific opportunities.
Benefits of the List View
The List View provides numerous benefits that can boost your efficiency and simplify your workflow:
- Enhanced Visibility: With more opportunities displayed in the same view, you can get a comprehensive look at your pipeline without having to switch between screens.
- Increased Customization: Tailor your columns to display the information that matters most to you. This customization ensures that your view is always aligned with your specific needs and preferences.
- Improved Efficiency: Activating sorting, filtering, and exporting directly from the list view allows for more efficient opportunity management, helping you save time and minimize the effort required for everyday tasks.