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 help you switch between multiple views. By default, the following views will be present:
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:
All views: List of default, custom, and shared views
Default views: List of default views only
My views: Custom views (views you have created by applying filters)
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.
You can also use Ctrl + O (Windows) or Command + O (Mac) to add a new view
Perform quick actions on the list of accounts from the Action bar.
The following are the actions you can perform on the actions bar:
Click the Add account to add individual accounts to the CRM. Click the drop-down to perform the following actions:
Add an account
Switch between view types
Click the dropdown in the Action bar to switch between the Table and Kanban view types.
Group contacts based on a field value using the Group by option. You can group by the following fields:
None (switches to Table view)
Last contacted mode
Number of employees
1) The view will change from Table to Kanban when contacts are grouped.
2) You can also group accounts by any custom field.
To perform bulk actions, select the accounts you want to take bulk actions on
Choose the following bulk action options that you can perform:
Add to sequence
To select all records in one go, click on the Bulk Update button
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.
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
Click the filter icon to open the Filter overlay. You can add a filter or a combination of filters to run your search.
The table view gives you an excel or spreadsheet-like experience, helping you make quick changes to account data.
Click the button to switch between compact and comfortable views
Click the dropdown on the columns to perform the following options:
Sort ascending - Sorts column values in ascending order
Sort descending - Sorts column values in descending order
Add column to the right - Adds a column to the right (you can choose the field to add)
Add column to the left - Adds a column to the left (you can choose the field to add)
Collapse column - Minimizes the column/field in the table
Remove column - Removes column/field from the view
Edit all columns - Lets you choose which columns you want to view
Rename field - Change the name of the field. This will be reflected in all touchpoints in the CRM
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.
Delete field - Delete the field across all touchpoints in the web application.
Add as filter - Opens the filter on the right with the column field as the filter condition
Tags and Lifecycle stage
Tag and lifecycle fields are color coded for better data visualization.
Click the ‘‘+’ icon near the last column to add additional columns
Enhanced inline edit
Inline edits are more prominent as the cell or card you are currently editing will be highlighted
To rename an account, click the space between the selection checkbox and the display/profile picture
When you switch to the Kanban view, contacts will be grouped by the ‘Status’ field by default.
Fields in the cards are customizable at a user level
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 Customer 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.
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
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.