Viewing Your CRM Records in List View
You can view your CRM records in a clear, organized table format with powerful options to filter, sort, and customize exactly what information you see. This list view is available for Parents/Families, Enrollment Opportunities, Custom Objects, Companies, and Tasks.
In This Article
How to Access List View
For most CRM objects, list view is the default when you navigate to that section from the left menu.
For Enrollment Opportunities: Go to your Opportunities section and click the List View toggle in the top right corner to switch from the visual pipeline.
[SCREENSHOT: Enrollment Opportunities page showing the toggle button in top right to switch between pipeline view and list view]Key Features
Organized Table Format
See all your CRM records in a clean, scannable table. This makes it quick to find the families, enrollments, or tasks you're looking for without clicking through individual records.
[SCREENSHOT: List view of Parents/Families showing multiple records in a table with columns for name, phone, email, status, and custom fields]Sort by Any Field
Click any column header to sort your records by that field. Sort families by last contact date, enrollment opportunities by start date, or tasks by priority—whatever helps you work faster.
Customize Your Columns
Choose which fields appear in your list view, then resize and rearrange them to match how you work. Focus on the information that matters most to your enrollment process.
[SCREENSHOT: Column customization menu showing available fields that can be added or removed from the list view, with drag handles to reorder columns]Benefits of List View
See More at Once
Display more information in a single view without switching between screens. This is especially helpful when managing multiple tours, following up with prospective families, or prioritizing your daily tasks.
Work Your Way
Tailor your columns to show exactly what you need. If you focus on tour scheduling, show tour dates and times. If you're tracking enrollment paperwork, show document status. Your view adapts to your workflow.
Save Time on Routine Tasks
With sorting, filtering, and bulk actions available directly in list view, you can manage records more efficiently. Update multiple families at once, export specific segments, or quickly find that one parent who called yesterday.