List View is the most convenient way to view CRM records. It is also the default view in many modules that shows a horizontal categorization and display of records.
Every record in the List View will display the name, due date, priority, and the status of the record.
Here is the list of things you can do in List View:
- Add a record by clicking the + icon on the bottom of the screen.
- Edit, Delete, or Reopen a record by swiping to the left or right. You can also instantly call or send an SMS to a lead or contact by swiping.
- Search for records using the Search bar.
- Customize your record search in List View using filters. Click the Filter icon to apply filters to picklist fields.
- Toggle between Kanban View and Calendar View.
|Note: The app autoloads more records in the List View as you scroll down.
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