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List Views

  • How do I get my columns to stay?
  • Can I move columns in lists?
  • Can I see which companies don't have deals?
  • What do the 'Sales Pipeline' and 'Filtered Total' mean?
  • How do I get my columns to stay?
  • Can you search in custom fields?
  • How do I do a wild card search in PipelineDeals?
  • How can I apply an attribute to all companies, deals, or people?
  • I cannot get PipelineDeals to load on my screen. What is going on?
  • How can I get exports to include the data I want?
  • Can I filter my deals to show just one stage?
  • How do I delete shared list views from a deactivated user?
  • How can I generate a report with all contacts and their email addresses?
  • If I deactivate a user will I lose their data?
  • Is there a way to track which customers I haven't contacted recently?
  • How can I make a chart or a graph of a list view?
  • Can I select records and move them into a list?
  • Why is the next task due not appearing?
  • What does the orange ! mean?
  • How can I tell who created a record?
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Categories

  • API | Developers
  • Activity
  • Admin | Account Settings
  • Calendar | Agenda
  • Company | Customer
  • Data Import | Export
  • Deals
  • Email
  • Email Sync
  • Files
  • Getting Started
  • Integrations
  • List Views
  • Mobile App
  • Payment & Billing | Security
  • Reports
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