Organize, filter, and customize your data in Pipeline CRM using List Views. This guide covers how to adjust columns, sort and filter information, save and share custom views, and export your data for Companies, Deals, and People tabs.
What is a List View? A List View in Pipeline CRM is a customizable table that lets you organize, filter, and display your data—such as Companies, Deals, or People—in a way that suits your workflow. You can choose which columns to show, sort and filter information, and save your favorite layouts for quick access.
Customizing Your List View
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Add or Remove Fields
- Click the Columns icon.
- Check the boxes for fields you want to display, or uncheck to hide them.
Move Columns Move a column by clicking anywhere in its header, then drag and drop it to the desired position.
Sort Columns Click the ↑↓ arrows in the column header to sort that column. The arrow icon will show whether the list is sorted in ascending (↑) or descending (↓) order. Filter Data
- Click the Funnel icon in a column header.
- For text fields, enter a term (e.g., “Corp”) to find values starting with that text.
- To search anywhere in the field, add a % before your term (e.g., “%Corp” finds “Starbucks Corporation” and “Corporate Holdings, Inc.”).
- For dropdown or multi-selection fields, select options to filter records that contain those values.
Color Code Columns
- Click the color palette icon in the column header.
- Choose a color or enter a HEX code to highlight the column.
Freeze Columns Click the Lock icon to freeze a column, keeping it visible while scrolling.
Resize Rows and Columns Hover over the line between rows or columns and drag to resize them.
Managing List Views
Create a New List
- Go to the All Companies, People, or Deals lists.
- This is a system list that cannot be customized.
- Choose columns and apply filters.
- Click Save as a new list, name it, and save.
Save Changes to a List
- After applying edits to a list, click Save List.
- Choose Save changes to update the current list.
- Alternatively, select 'Save as new list' to create a separate view.
List Options Click the three dots located in the upper right corner of the list to review options such as:
- Export as CSV or PDF.
- Import and Manage Imports.
- Add to dashboard - This allows you to add your saved view to the dashboard for quick access.
- View on Map - Allows you to view records on a map based on their location, as indicated by their address.
- Check for duplicates.
- Fullscreen mode.
- Expand rows - Great for viewing more information in a cell.
- Create a focused list.
- Row formatting.
- Rename your list.
- Duplicate your list.
- Delete your list.
Find Your Saved Lists
- Click the current list name to open the dropdown.
- My Lists: Your personal saved lists.
- Shared With Me: Lists shared by others.
- Default List: Loads automatically for each tab.
- Starred Lists: Marked with a star for quick access.
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Other Helpful Guides
- Creating Focused Lists
- Starring Lists
- Sharing Views
- Row Formatting
- Exporting Data
Need help? Contact support at customercare@pipelinecrm.com.