How to Create or Update Your Deal, Company or Contact Listing Reporting Views
You can create customized CRM listing views for the Deals, Companies and Contacts listing pages. By creating CRM listing reporting views, you can easily view important data about companies, contacts or deals. You can also export this data into an Excel spreadsheet.
How to Create a Listing View
1. Enter a Deals, Companies or Contacts listing page. In this example, we are making a listing view for the Contact Listing Page.
2. Customize your listing page by adding columns (fields) and filtering any columns to include any data you wish to see.
To add a column, click on the icon with the 3 lines to the right of any column. Click the Columns option and check off any columns you want to include.
To customize the data you have under the columns further, click the icon the the 3 lines for column you want to filter the data for. Click the Filter button and enter the data you want to filter. In this example, we are filtering to see the contacts who are part of DEF Company Inc.
Click the filter button when done.
To clear any filters, click the icon with the 3 lines for the column you can entered the filter for. Click the Filter tab. Click the Clear button.
You can also group the data by column. To do this, drag the column to the green bar. In this example, we grouped contacts based on the source.
3. To save your view, click the icon with the 3 circles on the top right. This is located to the right of the search bar.
Click the Save Listing View option. Enter the name of the listing view. On the drop-down next to the listing name, you can select if you want the rest of your team to see this view (public) or if only you would like to see it (private). Check default if you want this to be the default listing view. Click the save report button when done.
The listing view will now be available on the listing page you have created it for. You can see this by clicking the drop-down the appear to the right of the search bar.
How to Update a Deal Listing View
1. Enter a deal listing page. In the example below, we are updating the listing view named “Source Listing View” on the Contact Listing Page.
2. Make your edits to the listing view. In this example, we have added the Total Deals column. Click the icon with the 3 circles on the top right.
Click Update Current View.
If you need to rename the view, delete the view or export it to Excel, you can follow the same steps and select the option.
