Customizing and Managing List View Fields in the Deal Module

Customizing and Managing List View Fields in the Deal Module

List View

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What are the default fields visible in the list view, and how to customize them?

In the deal list view, at first, it will display the following fields by default: Title, Stage, Won Reason, Lost Reason, Deal Closed On, Primary Contacts, Related Contacts, Company, Deal Value, Sales Owner, and Product.

Edit Columns

Regarding column customization, you can add or remove fields from the column settings icon.

  1. Clicking on the column settings icon from the top right side, will display all the system and custom fields.

  2. You can enable or disable the display of specific fields in the list view by clicking the corresponding checkboxes, However, it’s important to note that users should not have the ability to disable all fields. The title must remain enabled.



  1. Additionally, the dropdown menu offers drag-and-drop functionality to determine the order of field display in the list view.



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