Learn how to use Opportunity List View in GHL Customer Care to manage deals in a table, customize columns, filter/search faster, and export pipeline data for reporting.
3 min read603 words8 explained imagesUpdated Fri, 28 Aug at 7:47 AM
Assistants need to reach this page over the internet. While it is only running on your machine, these two buttons will not be able to load it.
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
The new List View transforms how you can interact with your opportunities by providing a detailed, streamlined, and customizable view. Here’s what you can do with it:
How to Access the List View: (image 1 of 8)What this shows How to Access the List View Feature List Viewing All Pipelines in One List Benefits of the List ViewWhat this showsIllustrates the "How to Access the List View:" section of "List View for Opportunities".This screenshot appears in the "How to Access the List View:" section of "List View for Opportunities". The text alongside this image reads: How to Access the List View Feature List Viewing All Pipelines in One List Benefits of the List View. Immediately after, the guide continues: Navigate to your Opportunities section and switch to the List View from the top right toggle.Image 1 of 8What this coversHow to Access the List View Feature List Viewing All Pipelines in One List Benefits of the List ViewNext stepNavigate to your Opportunities section and switch to the List View from the top right toggle.
Navigate to your Opportunities section and switch to the List View from the top right toggle.
Feature List:
Opportunities in a Listed View:See all your opportunities organized in a clear, tabular format. This makes it easier to scan through and find the information you need quickly.Step 1 of 5: Opportunities in a Listed View: See all your opportunities organized…What this shows Step 1 of 5: Opportunities in a Listed View: See all your opportunities organized in a clear, tabular format.What this showsShows what this covers for step 1 of 5 in the "Feature List:" section of "List View for Opportunities".This screenshot accompanies step 1 of 5 in the "Feature List:" section of "List View for Opportunities". At this point in the walkthrough you opportunities in a Listed View: See all your opportunities organized in a clear, tabular format. This makes it easier to scan through and find the information you need quickly. The next step is to sorting Across Fields: Sort opportunities using default fields and supported custom fields so you can prioritize records based on business-specific data. 1. Go to Opportunities and switch to List View. 2. Click Sort. 3. Select the field you want to sort by (default fields or supported custom fields). 4. Choose Ascending or Descending. Supported custom field types - Single Line - Multi Line Text - Dropdown (Single Select) - Radio Select - Number - Monetary - Phone - Date.Step 1 of 5Image 2 of 8What this coversOpportunities in a Listed View: See all your opportunities organized in a clear, tabular format. This makes it easier to scan through and find the information you need quickly.
Buttons and menus referencedPrimary Contact NotesCustomize Columns
Next stepSorting Across Fields: Sort opportunities using default fields and supported custom fields so you can prioritize records based on business-specific data. 1. Go to Opportunities and switch to List View. 2. Click Sort. 3. Select the field you want to sort by (default fields or supported custom fields). 4. Choose Ascending or Descending. Supported custom field types - Single Line - Multi Line Text - Dropdown (Single Select) - Radio Select - Number - Monetary - Phone - DateAll 5 steps in this procedure
Opportunities in a Listed View: See all your opportunities organized in a clear, tabular format. This makes it easier to scan through and find the information you need quickly. this image
Sorting Across Fields: Sort opportunities using default fields and supported custom fields so you can prioritize records based on business-specific data. 1. Go to Opportunities and switch to List View. 2. Click Sort. 3. Select the field you want to sort by (default fields or supported custom fields). 4. Choose Ascending or Descending. Supported custom field types - Single Line - Multi Line Text - Dropdown (Single Select) - Radio Select - Number - Monetary - Phone - Date
Customizable Fields: Choose which fields you want to display in your list view. You can resize and rearrange the fields as well.
Primary Contact Notes Add Primary Contact Notes to the Opportunities List view to see notes from an opportunity's primary contact directly in the list. Open Customize Columns and enable Primary Contact Notes to display the column. Like other supported List view columns, you can resize and sort the Primary Contact Notes column and include it in saved views. The column updates when a new note is added to the opportunity's primary contact.
Full Feature Parity with Board View: All the powerful features you use in the board view are available in the list view too. This includes advanced filters to narrow down your search and robust search functionality to quickly find specific opportunities.
Sorting Across Fields: Sort opportunities using default fields and supported custom fields so you can prioritize records based on business-specific data.
1. Go to Opportunities and switch to List View.
2. Click Sort.
3. Select the field you want to sort by (default fields or supported custom fields).
4. Choose Ascending or Descending.
Supported custom field types
- Single Line
- Multi Line Text
- Dropdown (Single Select)
- Radio Select
- Number
- Monetary
- Phone
- Date
Step 2 of 5: Sorting Across Fields: Sort opportunities using default fields and…What this shows Step 2 of 5: Sorting Across Fields: Sort opportunities using default fields and supported custom fields so you can prioritize records based on…What this showsShows what to choose for step 2 of 5 in the "Feature List:" section of "List View for Opportunities".This screenshot accompanies step 2 of 5 in the "Feature List:" section of "List View for Opportunities". At this point in the walkthrough you sorting Across Fields: Sort opportunities using default fields and supported custom fields so you can prioritize records based on business-specific data. 1. Go to Opportunities and switch to List View. 2. Click Sort. 3. Select the field you want to sort by (default fields or supported custom fields). 4. Choose Ascending or Descending. Supported custom field types - Single Line - Multi Line Text - Dropdown (Single Select) - Radio Select - Number - Monetary - Phone - Date. The next step is to customizable Fields: Choose which fields you want to display in your list view. You can resize and rearrange the fields as well.Step 2 of 5Image 3 of 8What to chooseSorting Across Fields: Sort opportunities using default fields and supported custom fields so you can prioritize records based on business-specific data. 1. Go to Opportunities and switch to List View. 2. Click Sort. 3. Select the field you want to sort by (default fields or supported custom fields). 4. Choose Ascending or Descending. Supported custom field types - Single Line - Multi Line Text - Dropdown (Single Select) - Radio Select - Number - Monetary - Phone - Date
Buttons and menus referencedPrimary Contact NotesCustomize Columns
Next stepCustomizable Fields: Choose which fields you want to display in your list view. You can resize and rearrange the fields as well.All 5 steps in this procedure
Opportunities in a Listed View: See all your opportunities organized in a clear, tabular format. This makes it easier to scan through and find the information you need quickly.
Sorting Across Fields: Sort opportunities using default fields and supported custom fields so you can prioritize records based on business-specific data. 1. Go to Opportunities and switch to List View. 2. Click Sort. 3. Select the field you want to sort by (default fields or supported custom fields). 4. Choose Ascending or Descending. Supported custom field types - Single Line - Multi Line Text - Dropdown (Single Select) - Radio Select - Number - Monetary - Phone - Date this image
Customizable Fields: Choose which fields you want to display in your list view. You can resize and rearrange the fields as well.
Primary Contact Notes Add Primary Contact Notes to the Opportunities List view to see notes from an opportunity's primary contact directly in the list. Open Customize Columns and enable Primary Contact Notes to display the column. Like other supported List view columns, you can resize and sort the Primary Contact Notes column and include it in saved views. The column updates when a new note is added to the opportunity's primary contact.
Full Feature Parity with Board View: All the powerful features you use in the board view are available in the list view too. This includes advanced filters to narrow down your search and robust search functionality to quickly find specific opportunities.
Customizable Fields: Choose which fields you want to display in your list view. You can resize and rearrange the fields as well.Step 3 of 5: Customizable Fields: Choose which fields you want to display in your…What this shows Step 3 of 5: Customizable Fields: Choose which fields you want to display in your list view.What this showsShows what to choose for step 3 of 5 in the "Feature List:" section of "List View for Opportunities".This screenshot accompanies step 3 of 5 in the "Feature List:" section of "List View for Opportunities". At this point in the walkthrough you customizable Fields: Choose which fields you want to display in your list view. You can resize and rearrange the fields as well. The next step is to primary Contact Notes Add Primary Contact Notes to the Opportunities List view to see notes from an opportunity's primary contact directly in the list. Open Customize Columns and enable Primary Contact Notes to display the column. Like other supported List view columns, you can resize and sort the Primary Contact Notes column and include it in saved views. The column updates when a new note is added to the opportunity's primary contact.Step 3 of 5Image 4 of 8What to chooseCustomizable Fields: Choose which fields you want to display in your list view. You can resize and rearrange the fields as well.
Buttons and menus referencedPrimary Contact NotesCustomize Columns
Next stepPrimary Contact Notes Add Primary Contact Notes to the Opportunities List view to see notes from an opportunity's primary contact directly in the list. Open Customize Columns and enable Primary Contact Notes to display the column. Like other supported List view columns, you can resize and sort the Primary Contact Notes column and include it in saved views. The column updates when a new note is added to the opportunity's primary contact.All 5 steps in this procedure
Opportunities in a Listed View: See all your opportunities organized in a clear, tabular format. This makes it easier to scan through and find the information you need quickly.
Sorting Across Fields: Sort opportunities using default fields and supported custom fields so you can prioritize records based on business-specific data. 1. Go to Opportunities and switch to List View. 2. Click Sort. 3. Select the field you want to sort by (default fields or supported custom fields). 4. Choose Ascending or Descending. Supported custom field types - Single Line - Multi Line Text - Dropdown (Single Select) - Radio Select - Number - Monetary - Phone - Date
Customizable Fields: Choose which fields you want to display in your list view. You can resize and rearrange the fields as well. this image
Primary Contact Notes Add Primary Contact Notes to the Opportunities List view to see notes from an opportunity's primary contact directly in the list. Open Customize Columns and enable Primary Contact Notes to display the column. Like other supported List view columns, you can resize and sort the Primary Contact Notes column and include it in saved views. The column updates when a new note is added to the opportunity's primary contact.
Full Feature Parity with Board View: All the powerful features you use in the board view are available in the list view too. This includes advanced filters to narrow down your search and robust search functionality to quickly find specific opportunities.
Primary Contact Notes
Add Primary Contact Notes to the Opportunities List view to see notes from an opportunity's primary contact directly in the list.
Open Customize Columns and enable Primary Contact Notes to display the column.
Like other supported List view columns, you can resize and sort the Primary Contact Notes column and include it in saved views. The column updates when a new note is added to the opportunity's primary contact.Step 4 of 5: Primary Contact Notes Add Primary Contact Notes to the Opportunities…What this shows Step 4 of 5: Primary Contact Notes Add Primary Contact Notes to the Opportunities List view to see notes from an opportunity's primary contact directly in the list.What this showsShows what this covers for step 4 of 5 in the "Primary Contact Notes" section of "List View for Opportunities".This screenshot accompanies step 4 of 5 in the "Primary Contact Notes" section of "List View for Opportunities". At this point in the walkthrough you primary Contact Notes Add Primary Contact Notes to the Opportunities List view to see notes from an opportunity's primary contact directly in the list. Open Customize Columns and enable Primary Contact Notes to display the column. Like other supported List view columns, you can resize and sort the Primary Contact Notes column and include it in saved views. The column updates when a new note is added to the opportunity's primary contact. The next step is to full Feature Parity with Board View: All the powerful features you use in the board view are available in the list view too. This includes advanced filters to narrow down your search and robust search functionality to quickly find specific opportunities.Step 4 of 5Image 5 of 8What this coversPrimary Contact Notes Add Primary Contact Notes to the Opportunities List view to see notes from an opportunity's primary contact directly in the list. Open Customize Columns and enable Primary Contact Notes to display the column. Like other supported List view columns, you can resize and sort the Primary Contact Notes column and include it in saved views. The column updates when a new note is added to the opportunity's primary contact.
Buttons and menus referencedPrimary Contact NotesCustomize Columns
Next stepFull Feature Parity with Board View: All the powerful features you use in the board view are available in the list view too. This includes advanced filters to narrow down your search and robust search functionality to quickly find specific opportunities.All 5 steps in this procedure
Opportunities in a Listed View: See all your opportunities organized in a clear, tabular format. This makes it easier to scan through and find the information you need quickly.
Sorting Across Fields: Sort opportunities using default fields and supported custom fields so you can prioritize records based on business-specific data. 1. Go to Opportunities and switch to List View. 2. Click Sort. 3. Select the field you want to sort by (default fields or supported custom fields). 4. Choose Ascending or Descending. Supported custom field types - Single Line - Multi Line Text - Dropdown (Single Select) - Radio Select - Number - Monetary - Phone - Date
Customizable Fields: Choose which fields you want to display in your list view. You can resize and rearrange the fields as well.
Primary Contact Notes Add Primary Contact Notes to the Opportunities List view to see notes from an opportunity's primary contact directly in the list. Open Customize Columns and enable Primary Contact Notes to display the column. Like other supported List view columns, you can resize and sort the Primary Contact Notes column and include it in saved views. The column updates when a new note is added to the opportunity's primary contact. this image
Full Feature Parity with Board View: All the powerful features you use in the board view are available in the list view too. This includes advanced filters to narrow down your search and robust search functionality to quickly find specific opportunities.
Full Feature Parity with Board View:All the powerful features you use in the board view are available in the list view too. This includes advanced filters to narrow down your search and robust search functionality to quickly find specific opportunities.Step 5 of 5: Full Feature Parity with Board View: All the powerful features you use…What this shows Step 5 of 5: Full Feature Parity with Board View: All the powerful features you use in the board view are available in the list view too.What this showsShows what this covers for step 5 of 5 in the "Primary Contact Notes" section of "List View for Opportunities".This screenshot accompanies step 5 of 5 in the "Primary Contact Notes" section of "List View for Opportunities". At this point in the walkthrough you full Feature Parity with Board View: All the powerful features you use in the board view are available in the list view too. This includes advanced filters to narrow down your search and robust search functionality to quickly find specific opportunities.Step 5 of 5Image 6 of 8What this coversFull Feature Parity with Board View: All the powerful features you use in the board view are available in the list view too. This includes advanced filters to narrow down your search and robust search functionality to quickly find specific opportunities.
Buttons and menus referencedPrimary Contact NotesCustomize Columns
All 5 steps in this procedure
Opportunities in a Listed View: See all your opportunities organized in a clear, tabular format. This makes it easier to scan through and find the information you need quickly.
Sorting Across Fields: Sort opportunities using default fields and supported custom fields so you can prioritize records based on business-specific data. 1. Go to Opportunities and switch to List View. 2. Click Sort. 3. Select the field you want to sort by (default fields or supported custom fields). 4. Choose Ascending or Descending. Supported custom field types - Single Line - Multi Line Text - Dropdown (Single Select) - Radio Select - Number - Monetary - Phone - Date
Customizable Fields: Choose which fields you want to display in your list view. You can resize and rearrange the fields as well.
Primary Contact Notes Add Primary Contact Notes to the Opportunities List view to see notes from an opportunity's primary contact directly in the list. Open Customize Columns and enable Primary Contact Notes to display the column. Like other supported List view columns, you can resize and sort the Primary Contact Notes column and include it in saved views. The column updates when a new note is added to the opportunity's primary contact.
Full Feature Parity with Board View: All the powerful features you use in the board view are available in the list view too. This includes advanced filters to narrow down your search and robust search functionality to quickly find specific opportunities. this image
Viewing All Pipelines in One List
The pipeline dropdown includes an All Pipelines option that brings opportunities from every pipeline into a single unified list — so you don't have to switch between pipelines one at a time.
How to use it:
Open Opportunities and make sure you're in List view. All Pipelines is only available in List view.
Open the Pipeline dropdown at the top left and select All Pipelines.
The list now shows opportunities across every pipeline. The Pipeline column tells you which pipeline each opportunity belongs to.
(Optional) Save the view as a Smartlist to return to it later.
Viewing All Pipelines in One List (image 7 of 8)What this shows Open Opportunities and make sure you're in List view.What this showsIllustrates the "Viewing All Pipelines in One List" section of "List View for Opportunities".This screenshot appears in the "Viewing All Pipelines in One List" section of "List View for Opportunities". The text alongside this image reads: Open Opportunities and make sure you're in List view. All Pipelines is only available in List view. Open the Pipeline dropdown at the top left and select All Pipelines. The list now shows opportunities across every pipeline. The Pipeline column tells you which pipeline each opportunity belongs to…. Immediately after, the guide continues: List view only. All Pipelines is disabled in Kanban (Board) view, since a board is organized by the stages of a single pipeline. Switch to List view to enable it. Smartlists are List type only. Any Smartlist saved from the All Pipelines….Image 7 of 8Where to goOpen Opportunities and make sure you're in List view. All Pipelines is only available in List view. Open the Pipeline dropdown at the top left and select All Pipelines. The list now shows opportunities across every pipeline. The Pipeline column tells you which pipeline each opportunity belongs to. (Optional) Save the view as a Smartlist to return to it later.
Buttons and menus referencedAll PipelinesOpportunitiesList viewPipelineList view only.Smartlists are List type only.Sorting by stage is not supported
Next stepList view only. All Pipelines is disabled in Kanban (Board) view, since a board is organized by the stages of a single pipeline. Switch to List view to enable it. Smartlists are List type only. Any Smartlist saved from the All Pipelines view is a List-type Smartlist; Kanban board Smartlists are not supported for this view. Sorting by stage is not supported in this view — it falls back to sorting by Created date.All 4 steps in this procedure
Open Opportunities and make sure you're in List view. All Pipelines is only available in List view.
Open the Pipeline dropdown at the top left and select All Pipelines.
The list now shows opportunities across every pipeline. The Pipeline column tells you which pipeline each opportunity belongs to.
(Optional) Save the view as a Smartlist to return to it later.
Viewing All Pipelines in One List (image 8 of 8)What this shows Open Opportunities and make sure you're in List view.What this showsIllustrates the "Viewing All Pipelines in One List" section of "List View for Opportunities".This screenshot appears in the "Viewing All Pipelines in One List" section of "List View for Opportunities". The text alongside this image reads: Open Opportunities and make sure you're in List view. All Pipelines is only available in List view. Open the Pipeline dropdown at the top left and select All Pipelines. The list now shows opportunities across every pipeline. The Pipeline column tells you which pipeline each opportunity belongs to…. Immediately after, the guide continues: List view only. All Pipelines is disabled in Kanban (Board) view, since a board is organized by the stages of a single pipeline. Switch to List view to enable it. Smartlists are List type only. Any Smartlist saved from the All Pipelines….Image 8 of 8Where to goOpen Opportunities and make sure you're in List view. All Pipelines is only available in List view. Open the Pipeline dropdown at the top left and select All Pipelines. The list now shows opportunities across every pipeline. The Pipeline column tells you which pipeline each opportunity belongs to. (Optional) Save the view as a Smartlist to return to it later.
Buttons and menus referencedAll PipelinesOpportunitiesList viewPipelineList view only.Smartlists are List type only.Sorting by stage is not supported
Next stepList view only. All Pipelines is disabled in Kanban (Board) view, since a board is organized by the stages of a single pipeline. Switch to List view to enable it. Smartlists are List type only. Any Smartlist saved from the All Pipelines view is a List-type Smartlist; Kanban board Smartlists are not supported for this view. Sorting by stage is not supported in this view — it falls back to sorting by Created date.All 4 steps in this procedure
Open Opportunities and make sure you're in List view. All Pipelines is only available in List view.
Open the Pipeline dropdown at the top left and select All Pipelines.
The list now shows opportunities across every pipeline. The Pipeline column tells you which pipeline each opportunity belongs to.
(Optional) Save the view as a Smartlist to return to it later.
Good to know:
List view only. All Pipelines is disabled in Kanban (Board) view, since a board is organized by the stages of a single pipeline. Switch to List view to enable it.
Smartlists are List type only. Any Smartlist saved from the All Pipelines view is a List-type Smartlist; Kanban board Smartlists are not supported for this view.
Sorting by stage is not supported in this view — it falls back to sorting by Created date.
Benefits of the List View
The List View offers several key advantages that can enhance your productivity and streamline your workflow:
Enhanced Visibility: With more opportunities displayed in the same view, you can get a comprehensive look at your pipeline without having to switch between screens.
Increased Customization: Tailor your columns to display the information that matters most to you. This customization ensures that your view is always aligned with your specific needs and preferences.
Improved Efficiency: By enabling sorting, filtering, and exporting directly from the list view, you can manage your opportunities more efficiently, saving time and reducing the effort needed to perform routine tasks.
