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ฐานความรู้/Organizing your data/มุมมองรายการ/List view

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What can I do in the list view?
Hovercards in the list view

List view

BF
Breandan Flood, November 13, 2024

The list view is one way data is displayed in Pipedrive. It uses a clear, linear view to make all of your information easily visible.

The following sections in your Pipedrive account have a list view display:

Note: The Leads Inbox has features unique from other list views, which you can learn more about in this article.

What can I do in the list view?

The list view supports several actions:

  • Adding items

Use the “+” button at the top of your list view to add new items.

Note: The above example is from the deal list view and shows the “+ Deal” button, which is used to add new deals.
  • Filtering

Click the dropdown menu in the top right corner to add or apply existing filters to your list view.

  • Changing columns

Click the gear icon on the right side of the screen to adjust the visible columns in your list view.

Note: For more information about changing your list view columns, check out this guide.
  • Editing field values

If you hover over a field in the deal, person, organization, activity or product list view, you can click the pencil icon to edit that field’s value.

Note: Some fields, like activity “add time,” can’t be edited through the list view.

Hovercards in the list view

Note: You can click on a person or organization in a hovercard to see the item’s detail view.

If you hover your cursor over a person, organization or deal in the list view, a card will open up and show the item’s basic information.

  • People – The card has the person’s name, email, phone and linked organization.
  • Organizations – The card has the organization’s name, address and linked person.
  • Deals – The card has the deal title, value, linked person or organization, expected close date and current pipeline and stage.
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