List View of Opportunities
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cesar@aheadofthegamemarketing.com
I have used Pipedrive for a long time, and I think you all could create a simple list view of Opportunities so that we can sort by "Task Due Date". That would make the pipeline much easier to work at a birds-eye level. Without this, we currently have to open each opportunity one by one and go to Tasks to find out when the follow up date is for the next action. Here are both views in Pipedrive.Pipeline View (Like ours now): https://www.screencast.com/t/uGt2qn1wmqTList View: https://www.screencast.com/t/XFsiLd7gPMSVBeing able to do custom columns in List View is very handy. Being able to do Bulk Edits via check box selection in list view is also very handy. But it would be great to at least start with being able to sort by task date. This might actually allow us to fully replace our current CRMs.Hope you will consider!Thank you!Cesar
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Pallavi Kothari
Merged in a post:
Filter Opportunities By Tasks Due
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Alden Zuck
Currently when managing the pipeline you have to scroll to find if tasks are due/overdue for contacts. Our team has to go to Tasks, open the contact in a new tab, and move the opportunity. If we could filter the opportunities by Tasks that would help us to be able to more easily maintain an organized pipeline.
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JerRay Tomlinson
yes lets figure this out!
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Suhaas Venkatesh
If there is a way to know there is a task due for a contact just like how you know there is a tag to a contact a buble above tasks so we know theres a task that is pending for the contact as soon as you look at the oppertunites tab. This would make it easy to look a pipeline and see if there are any pending tasks vs now we need to go to dashboard and scroll through the tasks.
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Nicole Vanaarde
Ideally, this is the sort of pipeline organization that our clients find easiest to use. It organizes the pipeline in a list fashion with the stages separating the lead types. Assignees can also organize tasks based on due date and prevalence within each stage.
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Pallavi Kothari
complete
Hi Everyone
We are glad to inform the release of this feature to allow you to view your opportunities in a list or tabular manner
This feature is currently in Labs - do give it a try and looking forward to your feedback.
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Patrick Croft
Pallavi Kothari It is critical to be able to sort by "Stage" while in list view....I sure hope this is coming or can be tweaked quickly!
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Patrick Croft
Also need to be able to sort by Date Updated
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Farhad Irani
Pallavi Kothari Appreciate the update and you deploying. Do we need to submit one for filter by stage? That was kind of an oversight to not have it and I image it's quick to code.
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Farhad Irani
Patrick Croft P.S. Sort/Filter: and I'd say filter is probably the more crucial. The reason a lot of people I know want this is because they have many stages and want to see details of specific ones.
Michael Garcia
Patrick CroftI agree, this is a great new feature. I'd love more sorting, filtering, and fields displayed options.
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Patrick Croft
Pallavi Kothari Can you give an update on when additional sorting/filtering will be available? This is pretty much unusable right now without being able to sort/filter by date created, last activity, current stage. I am begging for this! :)
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Ashlyn Seay
Pallavi Kothari this is turned on in my Labs section, but when I try to click on the "List View" option from the Opportunities board, it just says "coming soon!".
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Patrick Croft
Can we get an update on timeline of this feature?
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Pallavi Kothari
Merged in a post:
List View in Pipeline
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Alfredo Tejeda
With a lot of leads, it's much easier to view the pipeline as a list. You're able to switch the stage by selecting the dropdown in the list view. Another benefit is that the leads stay in order as they come in. New ones at top, oldest bottom. That way you can see, ok, leads from __x__ are not booking etc.
In addition, it would be helpful to select this view as default. See below.
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Ryan Hartigan
Hopefully an export here and also an export of the contacts info.
There should be a way to export contact info and opportunity info in one table Pallavi Kothari
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Pallavi Kothari
in progress
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Juan Jaramillo
Pallavi Kothari 😍😍😍😍😍😍
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JP Maroney
Pallavi Kothari YES!
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Rami Adra
any update on when this is live?
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Renato Gervasi
Rami Adra it is crazy they did not do this feature yet!
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Rami Adra
Renato Gervasi on start of April townhall they said its now close and due in Q2, but looks like it will be very soon as they had some screen shots of how it will look/work and its looks amazing super keen to get this working
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Renato Gervasi
Rami Adra really? that will be so cool!!!
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