Filter, sort and save views of a CRM list
The controls on the Companies, People and Deals lists, and how saved views behave. Saved views stay in your browser.
The CRM's lists share one set of controls. This page is about the CRM's own lists. For lists of businesses from the UK book, see Lists and folders: the Lists area.
Controls
| Control | What it does |
|---|---|
| Search | Finds rows by what they hold. |
| Sort by | Orders rows by a column, ascending or descending. A column header menu also sorts. |
| Quick filters | Status, Owner, Source and other fields your setup has, as drop-downs. |
| + | Adds another quick filter. |
| Advanced filters | Builds your own conditions on any column. |
| Column gear | Shows or hides columns, and resets them. |
| Tabs | Ready-made slices such as All deals, My deals, Hot leads, Going cold. Tabs that need a team name or a label appear only where they mean something. |
| Group | On the board, groups cards by stage. |
| Row click | Opens a Preview tile beside the list with notes and tasks. |
| Cell click | Edits the cell in place. |
| Per page | 25 by default, changeable in the footer. |
| Refresh | Reads the list again. |
| Export | Downloads what is shown. See Export records from the CRM. |
Saved views
Save a combination of filters, sort and columns as a view from the list's save control. In the live app saved views stay in this browser: another browser or another person does not see them, and the page says so.
What is not offered yet
- Filing a CRM edit as a correction for the UK book.
- Shared views, copy link, a contacts timeline and "restore deleted".
- A forecast, where your setup has no expected close date field.
The lists only draw columns your setup has a field for.