View, Sort, and Filter CRM Records

Scrolling through individual records one at a time doesn't scale once your list grows. List View gives you a spreadsheet-style table for Contacts, Opportunities, Companies, Custom Objects, and Tasks — built for scanning and managing many records at once.

Switching to list view

List View is the default for Contacts (in Labs), Custom Objects, Companies, and Tasks. For Opportunities, use the List View toggle in the top-right of the page to switch over from the pipeline/kanban view.

Customizing your columns

• Choose which fields appear as columns.
• Resize columns to fit what you're looking at.
• Rearrange column order to match how you actually work.

Sorting

• Click a column header to sort by that field, or use the dedicated Sort menu.
• Note that some custom field types don't support sorting.

Filtering

Apply filters to narrow the list down to exactly the records you need — for example, only opportunities above a certain value, or only contacts with a specific tag.