We’re delighted to unveil a major update to our platform: the introduction of the List View for Opportunities, now accessible via Labs.
What is List View?
The innovative tabular View alters the way you interact with your opportunities by furnishing a comprehensive, streamlined, and tailor-made view.
Here’s what you can do with it:
Opportunities in a Listed View:
Witness all your opportunities arranged in an unambiguous, tabular format.
Sorting Across Fields:
Handily sort your opportunities by multiple fields such as Opportunity Name, Value or Date Created.
Customizable Fields:
Pick out which fields you want to present in your list view.
Export Functionality:
Choose and export fields from your opportunities.
Full Feature Parity with Board View:
All features such as the Advanced filters and Search capability in the board view are available in the list view as well.
How to Access:
To begin utilizing the List View for Opportunities:
- Proceed to Labs in your subaccount settings.
- Enable the “Opportunities List View” feature.
- Land at your Opportunities section and change to the List View from the top right switch.
Benefits of the List View:
The List View proffers several crucial strengths that can augment your productivity and simplify your workflow:
Enhanced Visibility:
Explore more opportunities exhibited in the same view.
Increased Customization:
Modify your columns to display or export the data that matters the most to you.
Note: This feature is currently in Labs and could interfere with custom CSS/JS alterations across all your Opportunity views. We request you to finalize all your critical modifications prior to the Live Date (tentatively 20th July 2025) to evade any prospective disruptions.