Adaptive AI Knowledge Base
Contacts, CRM & Pipelines
The new List 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:
How to Access the List View:
Navigate to your Opportunities section and switch to the List View from the top right toggle.
- Sorting Across Fields: Sort opportunities using default fields and supported custom fields so you can prioritize records based on business-specific data. 1. Go to Opportunities and switch to List View. 2. Click Sort. 3. Select the field you want to sort by (default fields or supported custom fields). 4. Choose Ascending or Descending. Supported custom field types - Single Line - Multi Line Text - Dropdown (Single Select) - Radio Select - Number - Monetary - Phone - Date
Viewing All Pipelines in One List
The pipeline dropdown includes an All Pipelines option that brings opportunities from every pipeline into a single unified list — so you don't have to switch between pipelines one at a time.
How to use it:
- 1Open and make sure you're in. All Pipelines is only available in List view.
- 2Open the dropdown at the top left and select.
- 3The list now shows opportunities across every pipeline. The column tells you which pipeline each opportunity belongs to.
- 4(Optional) Save the view as a Smartlist to return to it later.
Good to know:
- All Pipelines is disabled in Kanban (Board) view, since a board is organized by the stages of a single pipeline. Switch to List view to enable it.
- Any Smartlist saved from the All Pipelines view is a List-type Smartlist; Kanban board Smartlists are not supported for this view.
- in this view — it falls back to sorting by Created date.
Benefits of the List View
The List View offers several key advantages that can enhance your productivity and streamline your workflow:
- With more opportunities displayed in the same view, you can get a comprehensive look at your pipeline without having to switch between screens.
- Tailor your columns to display the information that matters most to you. This customization ensures that your view is always aligned with your specific needs and preferences.
- By enabling sorting, filtering, and exporting directly from the list view, you can manage your opportunities more efficiently, saving time and reducing the effort needed to perform routine tasks.