1.Opportunity List view contains all the opportunities with status “In Process”. It has eight columns.
2.On list view there are six options which helps to display the data more effectively.
- Export pdfOn click pdf file of the current page will auto-download on the browser.
- Export excelOn click excel file of the current page will auto-download on the browser.
- FilterIt’s a small pop up where you can narrow down the data displayed. Below are the options to use/apply filter.
- Grid viewOn select the view changes to Grid view and the button changes to list icon button. On select, it again shows the list view.
- SearchYou can search for opportunities with opportunity name, expected revenue, client Name in the list view.
- VisibilityThis will give you a list of all the columns in the list view. On uncheck the specific column will be removed from the table view.This way you can only view the required columns and hide the unwanted ones.