In this article, we’ll cover the enhancements to the list view in the accounts module for your sales teams to improve productivity and ease of use and increase revenue.

Tabs

Tabs help you switch between multiple views. By default, the following views will be present:

1. All accounts

2. My accounts

3. My territory accounts

To add a new view, click the + [number of additional views] more > Choose the view you want to add as the new tab from the following options:

1. All views: List of default, custom, and shared views

2. Default views: List of default views only

3. My views: Custom views (views you have created by applying filters)

4. Other views: List of shared views from other users

Click + Add new view to add a new tab. You can filter based on your preference and save the new view.

Note:

You can also use Ctrl + O (Windows) or Command + O (Mac) to add a new view

Action bar

Perform quick actions on the list of accounts from the Action bar.

The following are the actions you can perform on the actions bar:

1. Add accounts

Click the Add account to add individual accounts to the CRM. Click the drop-down to perform the following actions:

1. Add an account

2. Import account

3. Import history

2. Switch between view types

Click the dropdown in the Action bar to switch between the Table and Kanban view types.

3. Group by

Group contacts based on a field value using the Group by option. You can group by the following fields:

1. None (switches to Table view)

2. Industry type

3. Territory

4. Sales owner

5. Last contacted mode

6. Business type

7. Number of employees

Note:

1) The view will change from Table to Kanban when contacts are grouped.

2) You can also group accounts by any custom field.

4. Bulk Action

To perform bulk actions, select the accounts you want to take bulk actions on

Choose the following bulk action options that you can perform:

1. Add to sequence

2. Assign to

3. Add tags

4. Update field

5. Delete

6. Merge

To select all records in one go, click on the Bulk Update button

5. Customize table/cards

Customize the columns and fields in the table view using the customize table button that appears when you’re in the table view.

Customize the fields on cards using the customize cards button when you’re on the Kanban view.

Note: 

• Customization options are on a user level. Every user can customize the list view based on their requirements.

• You can choose a maximum of 5 fields per card in the Kanban view. The Name field cannot be removed.

• You can choose a maximum of 50 fields (columns) in the list view

6. Filters

Click the filter icon to open the Filter overlay. You can add a filter or a combination of filters to run your search.

Table View

The table view gives you an excel or spreadsheet-like experience, helping you make quick changes to account data.

1. Click the button to switch between compact and comfortable views

2. Click the dropdown on the columns to perform the following options:

   1. Sort ascending - Sorts column values in ascending order

   2. Sort descending - Sorts column values in descending order

   3. Add column to the right - Adds a column to the right (you can choose the field to add)

   4. Add column to the left - Adds a column to the left (you can choose the field to add)

   5. Collapse column - Minimizes the column/field in the table

   6. Remove column - Removes column/field from the view

   7. Edit all columns - Lets you choose which columns you want to view

   8. Rename field - Change the name of the field. This will be reflected in all touchpoints in the CRM

   9. Clone field - Make changes on top of a field from the ADD FIELD overlay and add the newly created field as a column to the right.

   10. Delete field - Delete the field across all touchpoints in the web application.

   11. Add as filter -  Opens the filter on the right with the column field as the filter condition

3. Tags and Lifecycle stage

Tag and lifecycle fields are color coded for better data visualization. 

4. Click the ‘‘+’ icon near the last column to add additional columns

5. Enhanced inline edit

   1. Inline edits are more prominent as the cell or card you are currently editing will be highlighted

   2. To rename an account, click the space between the selection checkbox and the display/profile picture

Kanban View

1. When you switch to the Kanban view, contacts will be grouped by the ‘Status’ field by default.

2. Fields in the cards are customizable at a user level

3. Drag and drop cards to move them from one column/group by field to another

Note: Kanban view is available from the Growth plan.

Summary Slider and Account 360 view

Clicking on the name of a contact opens the summary slider for a quick view of all the fields associated with the account.

Navigate to summary details of previous and next contacts from here by clicking on the arrow keys on the top right

You can also view other sections configured for the account from the summary slider. 

Note:

The summary slider will function in both the Table and Kanban view

To land on the details page of the account, and get a 360° view, hover over the name of the account and click the expand icon

Other Changes

1. Import, Automate, and Integration buttons

Import, Automation, and Integration (features that are already available in the web application) are available as buttons in Spark UI. 

 2. Next action Field

The next action field available in both the table and Kanban view will help you view a task that is upcoming or overdue. Click on the Add task button to add a new task.