What is List View?

We are excited to announce a significant enhancement to our platform: the introduction of the List View for Opportunities, now available via Labs.

List View Overview

The new tabular view transforms how you can interact with your opportunities by providing a detailed, streamlined, and customisable view.

Features of the List View

Opportunities in a Listed View:
See all your opportunities organised in a clear, tabular format.

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Sorting Across Fields:
Easily sort your opportunities by multiple fields – Opportunity Name, Value or Date Created.

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Customisable Fields:
Choose which fields you want to display in your list view. You can also resize and reorder these fields.

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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.

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How to Access

To start using the List View for Opportunities:

1. Go to Labs in your subaccount settings.
2. Enable the "Opportunities List View" feature.
3. Navigate to your Opportunities section and switch to the List View from the top right toggle.

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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 Customisation:
Tailor your columns to display or export the information that matters most to you.

Important Note

Note: This feature is currently in Labs and can disrupt custom CSS/JS changes across all your Opportunity views. We request you to complete all major changes before the live date (tentatively 20th July 2025) to avoid any possible disruptions.