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Viewing Your CRM Records in Stack

With Stack, you can easily view your CRM records in a tabular format, offering multiple options to filter, sort, and customize your view to suit your needs.

Accessing the List View​

The List View is your default setting for all CRM objects when you navigate from the left or top bar menu. For Opportunities, simply head to the Opportunities section and switch to the List View using the toggle located at the top right.

Feature Highlights​

Organized Listed View​

  • Clear Tabular Format: All your CRM records are neatly organized, making it easy to scan and locate specific information quickly.

Sorting and Customization​

  • Sort Across Fields: Effortlessly sort your records by any field to better prioritize and manage them.
  • Customizable Fields: Decide which fields to display, and easily resize or rearrange them to fit your preferences.

Benefits of the List View​

Enhanced Visibility​

  • Comprehensive Overview: Display more data in a single view, minimizing the need to switch between different screens.

Increased Customization​

  • Tailored Columns: Customize your columns to show the information that is most important to you, ensuring your view is always aligned with your needs.

Improved Efficiency​

  • Streamlined Management: With sorting, filtering, and exporting capabilities directly from the List View, managing your records becomes more efficient, saving you time and effort on routine tasks.

Explore these features in Stack to enhance your productivity and streamline your workflow effectively.