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 deals
To select a new view, click the + (number of views) more button > 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: List of 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 deals from the Action bar.
The following are the actions you can perform on the actions bar:
Click the Add deal button to add individual deals to the CRM. Click the drop-down on to perform the following actions:
Add a deal
Switch between view types
Click the dropdown in the Action bar to switch between the Table and Kanban view types.
Group deals based on a field value using the Group by option. You can group by the following fields:
Expected close date (Monthly) - Timeline view
Expected close date (Quarterly) - Timeline view
The view will change from Table to Kanban when contacts are grouped.
To perform bulk actions, select the contacts you want to take bulk actions on. You can select up to 100 deals at a time.
Choose the following bulk action options that you can perform:
Note: You can also manually select more than one deal to open the bulk action options
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 and admin 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
The most recent customization (set by the user or admin) will apply for the user. The user will be notified about the recent customization by the admin.
Click the filter icon to open the Filter overlay. You can add a filter or a combination of filters to run your search.
Filter deals by owners. You can add filters on top of ‘All owners’ filter.
The table view gives you an excel or spreadsheet-like experience, helping you make quick changes to deal 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
Tag and 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 a contact 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 ‘Deal stage’ 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 deal opens the summary slider for a quick view of all the fields associated with the contact.
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 contact from the summary slider.
The summary slider will function in both the Table and Kanban view
To land on the details page of the contact, and get a 360° view, hover on the name of the deal and click the (See all details) expand icon
Search bar - Use the search icon to find deals quickly. The search feature is not case-sensitive.
Deal stage in Funnel view - You can view the stage of the deal as well in the timeline view.
Import, Automate, and Integration buttons
Import, Automation, and Integration (features that are already available in the web application) are available as buttons in the modern list views.