List View for Enrollment Opportunities
The List View gives you a detailed, streamlined way to manage your enrollment opportunities. Instead of cards on a board, you'll see everything organized in a clear table format — perfect for scanning multiple families at once and taking quick action.
How to Access List View
Navigate to your Enrollment Opportunities section and click the List View toggle in the top right corner.
[SCREENSHOT: Enrollment Opportunities page showing the toggle switch in top right corner to switch between Board View and List View]What You Can Do in List View
See All Your Opportunities in One Place
Every enrollment opportunity displays in a clean, tabular format. No more scrolling through columns — scan your entire pipeline at a glance.
[SCREENSHOT: List View showing multiple enrollment opportunities in table format with columns like Family Name, Stage, Value, Assigned Staff, Last Contact]Sort by Any Field
Click any column header to sort your opportunities. Need to see which enrollments are worth the most? Sort by value. Want to prioritize by contact date? Sort by that instead.
Customize Your Columns
Choose exactly which fields you want to see. You can:
- Add or remove columns
- Resize columns by dragging
- Rearrange columns to match your workflow
Use All Your Favorite Features
Everything you can do in Board View works here too:
- Apply filters to narrow down your search
- Use the search bar to find specific families
- Perform bulk actions on multiple opportunities
- Export your data
Why Use List View
See More at Once
Display more enrollment opportunities in the same amount of screen space. Get a comprehensive view of your pipeline without switching between screens or scrolling endlessly.
Focus on What Matters to You
Customize your columns to show only the information you actually need. If tour dates and child ages matter more than pipeline stage, arrange your view that way.
Work Faster
Sort, filter, and export directly from List View. Whether you're preparing a report for your director or following up with families, you'll spend less time clicking around and more time enrolling.