Opportunities list

The Opportunities screen lists every deal in the CRM as a standard table, as an alternative to the kanban board.

Toolbar

Control	What it does
Search	Free-text search to find opportunities.
Reset filter	Clears all applied filters.
Filter	Opens the advanced filtering options for the list.
Show or hide columns	Chooses which columns are visible in the table.
Refresh	Reloads the list with the latest data.
Add new opportunity	Opens a form to create an opportunity manually.

Opportunities table

The table lists opportunities across the columns below. Most columns can be sorted and filtered.

Column	Description
Opportunity Name	The name of the deal. Click it to open the opportunity detail page.
Account	The account the opportunity belongs to.
Stage	The opportunity's current pipeline stage, for example Negotiation.
Status	The opportunity's current status: open, won, or lost.
Amount	The deal value.
Expected Close Date	The anticipated close date.
Currency	The currency the deal is valued in, for example USD.
Industry	The industry of the associated account.
Actions	Row actions: view (eye) to open the opportunity, and delete (trash) to remove it.

Switching views

Use List View on the kanban board to switch to this table, or switch back to the board from here for a visual read of the pipeline.