Custom CRM (Customer Relationship Management) Service Solutions | PipelineDeals

Custom list views

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  • Deal graphic View your data any way you want it. Slice and dice information in seconds with flexible filtering and sorting features. Make changes on the fly with inline editing.

  • List view filtering

    Filter data quickly

    Filters allow you to narrow down the current list based on a specific attribute. Want to see only people with zip code 98110, or only those deals in the negotiation stage? Filters let you get right to the data you need.

  • Save list view filter

    Save and share your favorite filters

    Maybe you want to focus on whales (big accounts) or hot leads, but you don't want to build the view every time. It's easy to save and share filters, so you can go right back to any useful view of your list.

  • Sort/modify list view filters

    Sort six ways to Sunday

    With our sort feature, you can rearrange your list view for Companies, People, or Deals any way you like: ascending, descending, change column order, add or take away columns. You name it, you can do it.

  • Inline editing on list view

    Edit wherever you are

    Save time with inline editing. There's no need to bounce back and forth from the list view to individual record pages. If you can see it, you can change it. Go ahead and write a note, update a phone number, change an assignment, or update a record right there in the list view. And then pat yourself on the back for being so darn efficient!

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