List View for Opportunities

List View displays opportunities in rows and fields in columns.

List View organizes opportunities in a tabular format. Each row represents one opportunity. Each column shows a field such as opportunity name, contact, pipeline, stage, value, status, tags, or date created.

Use this view when you need to scan records quickly or compare opportunities without moving between pipeline stages.

Sorting changes the order of opportunities in List View.

Supported custom field types for sorting include:

Use Manage Fields to choose which columns appear in List View.

You can use custom fields and default opportunity fields to build a view that matches your workflow.

List View supports advanced filters.

Use filters to narrow the table by status, stage, owner, tags, custom fields, or other available opportunity data.

Filters help you focus on the records that match a specific condition, such as open opportunities, won opportunities, or opportunities from a specific pipeline stage.

Use the search bar in List View to find specific opportunities quickly.

Search is useful when you know the opportunity name, contact, or related information and do not want to scan the full table.

List View helps users manage opportunities more efficiently.

Key benefits include:

Click Manage Fields, select the fields you want to show, and click Apply.

Click Sort, choose the field you want to sort by, and confirm whether the direction is Ascending or Descending.

Use Advanced Filters to narrow the list by status, stage, owner, tags, or another available field.