Using List View

List View allows you to view your Records in an organized table to quickly access important information. By filtering and sorting, you are able to drill down into what’s most important.

List View for Companies and People

You can manage what’s shown in the list via the “Manage” menu on the left of the screen. Each tab gives you a different way to edit your list:

• Radius: Show records within a certain distance of your current or a desired location
• Groups: Show records in certain groups
• Filters: Filter by any field, including custom fields
• View as: View the table as other team members
• Columns: Select columns you would like to see, then drag and drop to reorder

When hovering over a row, you can see more information about the Company or Person by clicking on “Quick View”

To learn about Quick Views:

• Company Quick View
• Person Quick View

List View for Deals

For Deals, you can manage your list in a similar way. You can access filters with the “Filter” button at the top right-hand corner.

You can filter Deals by:

• Name
• Amount
• Closing Date
• Created At
• Modified At
• Owner 
• Score