Access List View for CRM Objects
For most CRM objects, List View opens by default when you select the object from the left navigation or top menu. Supported areas include:
Contacts
Companies
Tasks
Custom Objects
Opportunities
Tasks open in a table-style List View by default.
Access List View for Opportunities
Opportunities can display in different view formats. To switch Opportunities to List View:
Go to Opportunities.
Select the pipeline you want to review.
Use the view toggle in the top-right corner.
Click the List View icon.
Use this toggle when Opportunities are currently shown in board view and you want to manage them in a table.
What You Can Do in List View
List View helps you manage records in a structured table.
You can:
Review records in rows
View key fields as columns
Search records
Apply filters
Sort supported fields
Manage visible columns
Resize or rearrange columns when available
Sort Records in List View
Sorting helps you prioritize records by a selected field.
To sort records:
Open the List View.
Click Sort.
Select the field to sort by.
Choose the sort direction if available.
Custom Objects and Companies can support sorting by available fields, including some custom fields.
Some field types may not support sorting.
Manage Columns in List View
Use Manage Fields to control which columns appear in the table.
To manage columns:
Open the List View.
Click Manage Fields.
Select the fields you want to display.
Clear fields you do not want to display.
Click Apply.
Visible columns should match the fields your team uses most often for review, follow-up, and reporting.
Key Benefits of List View
List View helps teams review CRM data faster.
Main benefits include:
Better visibility across many records
Faster sorting and filtering
Easier cleanup of incomplete records
More control over visible fields
Less switching between individual record pages
Common Issues and Fixes
I do not see List View in Opportunities
Use the view toggle in the top-right corner of the Opportunities page. Opportunities may open in board view until you switch the view format.
I cannot sort by a field
Some field types do not support sorting. Use another supported field or review the available Sort menu options.
I do not see the column I need
Open Manage Fields, select the field, and click Apply.
FAQ
Which CRM areas support List View?
List View is available for Contacts, Opportunities, Custom Objects, Companies, and Tasks.
Is List View the default view for all CRM objects?
For most CRM objects, List View opens by default. Opportunities uses a view toggle to switch between available views.
Can I sort records in List View?
Yes. You can sort records by supported fields.
Are there sorting limitations for Custom Objects?
Yes. Some custom field types do not support sorting in Custom Objects List View.
Can I control which columns appear in List View?
Yes. Use Manage Fields to choose which columns appear, then apply the changes.