Filter, Sort, and Customize the List View Tab
Filter and sort the List View tab to narrow the list of opportunities and find specific information. Customize your view of the List View tab by changing column widths and rearranging columns.
The List View tab has a pane at the bottom of the window that can show either a preview of the selected opportunity or its web status information. Click Preview to see the preview or click Web Status to see web status. Close the pane to see more opportunities by clicking .
How to
Filter the List View
- Use the Filter by filters to filter all columns.
- Use the column filters to filter by values specific to the columns. For each column with a Filter icon , you can select column-specific values for sorting the column's information. The background of the filter icon changes from gray to white to indicate that a filter is active.
Sort columns
All columns with text (numbers or words) have three sort states: default (by opportunity number), ascending, and descending.
- Click the column headings to sequentially move through these sort states.
- An arrow appears next to the column name to indicate that a column is ascending or descending.
Change column width
In the column heading, hover the pointer over the column edge until it becomes , then drag the pointer to change the column width.