List View

The List View allows you to organize, filter, and view your Companies, People, and Deals records.

To access List view:

1. Tap the “Map” icon at the bottom navigation bar to open the Map view.
2. Note when you zoom in a specific area, it will only display the “Pins within view range.”
   
   
   
   
3. 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.