Viewing your CRM records

You can view your CRM records in a tabular format with multiple options to filter, sort and even decide what columns you are seeing at any point in time.
This view is currently accesible from Opportunities (through a toggle), Custom Objects, Companies (currently in Labs) and Tasks (currently in Labs).

In This Article

• How to Access the List View
• Feature List
• Benefits of the Last View

How to Access the List View:

1. For all CRM objects, this is the default view that you see when go to that object from the left or the top bar menu. 
2. For Opportunities, navigate to your Opportunities section and switch to the List View from the top right toggle.

Feature List:

• See your records in a Listed View: See all your CRM records 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 records 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.
  
  

Benefits of the List View

The List View offers several key advantages that can enhance your productivity and streamline your workflow:

• Enhanced Visibility: With more data displayed in the same view, you can get a comprehensive look 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: By enabling sorting, filtering, and exporting directly from the list view, you can manage your records more efficiently, saving time and reducing the effort needed to perform routine tasks.