We’re excited to announce a significant enhancement to our platform: the introduction of the List View for Opportunities, now available via Labs.
What is List View?
The new tabular View transforms how you can interact with your opportunities by providing a detailed, streamlined, and customizable view.
Here’s what you can do with it:
Opportunities in a Listed View:
See all your opportunities organized in a clear, tablular format.
Sorting Across Fields:
Easily sort your opportunities by multiple fields – Opportunity Name, Value or Date Created.
Customizable Fields:
Choose which fields you want to display in your list view. You can also resize and reorder these fields.
Full Feature Parity with Board View:
All the features like the Advanced filters and Search functionality in the board view are available in the list view too.
How to Access:
To start using the List View for Opportunities:
- Go to Labs in your subaccount settings.
- Enable the “Opportunities List View” feature.
- Navigate to your Opportunities section and switch to the List View from the top right toggle.
Benefits of the List View:
The List View offers several key advantages that can enhance your productivity and streamline your workflow:
Enhanced Visibility:
Check out more opportunities displayed in the same view
Increased Customization:
Tailor your columns to display or export the information that matters most to you.
Note: This feature is currently in Labs and can disrupt custom CSS/JS changes across all your Opportunity views. Request you to please get all your major changes done before the Live Date (tentatively 20th July 2025) to avoid any possible disruptions