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 “Filter” button on the left of the screen and the Column button on the right side.

To quickly download the data into an external spreadsheet - use the download button to the right of the Column selector. Any Filters applied or columns selected will be reflected in the data download. Prior to downloading the data - you will be able to adjust column selection as needed

To learn more about Filtering on the List View, visit the Filters on List View article 

When hovering over a row, you can see more information about the Company or Person by clicking on “View” or selecting the name of the record you want to learn more about. This will open the record in a side view panel. 

Bulk Edits

Using List View, make quick and easy changes to standard and custom fields in bulk, as well as, add or remove records from groups or routes.

To apply bulk edits:

1. Select the records you would like to edit using the checkboxes on the left-hand side
2. Click the "Bulk edit" button and choose the field you would like to update
   
   
   
   
3. To add or remove records from routes or groups, click the "Add/remove" button

To learn about the Record View:

• Company Record View
• Person Record 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 left-hand corner and adjust Columns using the book icon on the right side of the table

You can filter Deals by:

• Standard fields (ex: Deal Amount, Closing Date, Loss Reason, Stage)
• Custom Fields
• Funnel
• Deal Owner

To learn more about Deal List view - visit the Deal List View article here

To learn more about sending Bulk Emails via List View - visit the Sending Bulk Emails article here