Lists

In Options you will see two interesting features: group results by and list style. They both help you view results in different ways.

Let's say you want to group Contacts by Job title and sort them ascending by Created. Choose these options from dropdowns and click Apply. Additionally you can view results as a table or cards (a little bit similar to Agile cards), or just leave it as default excerpt list.

When you choose to view list results as a table, there will be additional option you can get use of - adding/removing columns. Here you can decide which columns would you like to see. Click on a column from Available columns and move it using horizontal arrows to Selected columns. By using vertical arrows you are able to move selected columns between each other.

columns.png

In order to choose default list style, go to Administration -> Contacts, General tab and modify the following field:

default list style.png

Contacts

contacts lists.png

Contacts can be viewed in 3 different ways: excerpt list (default), table, cards. For example, table view:

contacts table.png

Deals

deals lists.png

Deals can be viewed in 5 different ways: excerpt list (default), table, board, calendar and pipeline (sales funnel). For example, board view:

deals board.png

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