The List View allows you to organize, filter, and view your Companies, People, and Deals records.
To access List view:
- Tap the “Map” icon at the bottom navigation bar to open the Map view.
- Note when you zoom in a specific area, it will only display the “Pins within view range.”
- Swipe the bottom bar to the top to see the list of records displayed.
Navigating List View:
- You can look up records with our search bar.
- The Filter icon in the Header allows you to access a variety of filters that you can use in all of your record types.
- The list will default to a list of the records within range of the map view. The “Show all records” option will display all of your existing records.
- You can also filter by Company, Person, or Deals using the object icons.
- Quick Actions to Route, Call, and Email are available on each Company and Person record card.
- To see details, tap the record name.
You can also apply filters to search. To learn more about filters, please visit our Filter Overview.