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List View for Opportunities in Stack

The List View in Stack revolutionizes how you interact with your opportunities by offering a detailed, streamlined, and customizable experience. Here’s how you can make the most of it:

How to Access the List View​

To switch to the List View, navigate to your Opportunities section and use the toggle located at the top right of the screen.

Feature List​

Opportunities in a Listed View​

  • Clear Tabular Format: View all your opportunities organized neatly, making it easy to scan and quickly find the information you need.

Sorting Across Fields​

  • Field Sorting: Sort your opportunities by any field to prioritize and manage them more effectively.

Customizable Fields​

  • Field Customization: Choose which fields to display, and easily resize and rearrange them to suit your preferences.

Full Feature Parity with Board View​

  • Advanced Features: Enjoy all the powerful features from the board view, including advanced filters and robust search functionality, to refine your search and locate specific opportunities swiftly.

Benefits of the List View​

Enhanced Visibility​

  • Comprehensive Pipeline View: Display more opportunities in a single view, allowing you to get a complete overview of your pipeline without switching screens.

Increased Customization​

  • Tailored Columns: Customize your columns to show the information that matters most, ensuring your view is always aligned with your specific needs and preferences.

Improved Efficiency​

  • Efficient Management: Utilize sorting, filtering, and exporting directly from the list view to manage your opportunities more efficiently, saving time and reducing the effort required for routine tasks.