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Opportunities List View

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Kaili Wardlaw
May 20, 2024

2 Min Read

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

What is List View?

The new tabular 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:

Opportunities in a Listed View: See all your opportunities organized 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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Customizable 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 Customization: Tailor your columns to display or export the information that matters most to you.

Note: This feature is currently in Labs and can disrupt custom CSS/JS changes across all your Opportunity views. Request you to please get all your major changes done before the Live Date (tentatively 20th July 2025) to avoid any possible disruptions

When You’re Ready, Here’s How We Can Help:
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