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List view in CRM

All CRM items can be represented as a list.

  1. Click the settings icon in the top left corner to select list fields.
  2. Click the pencil button to rename the field if necessary.
  3. Sort the data by clicking the arrow next to the column name.
  4. Pull the column edge to change its width.
  5. Drag the column to change its position.

Use the search bar to find CRM items.

You can configure additional filter settings for a more precise search.


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