List View Updates in Opportunities Enhance Your Workflow

List View Updates in Opportunities

We’re excited to announce some highly requested updates to the List View in Opportunities! These updates aim to enhance your productivity and streamline how you manage your accounts. Let’s dive into the details.

New Columns Added in Manage Fields

To provide you with more comprehensive information at a glance, we’ve added several new columns under Manage Fields:

  • Last Status Change Date
  • Last Stage Change Date
  • Contact Email
  • Contact Phone Number
  • Company Name
  • Additional Contacts

CRM screen showing zero opportunities found

 

These new columns will help you stay better informed and enable quicker decision-making. Note that Additional Contacts is a feature currently Live under Labs > Additional Contacts.

Enhanced Sorting Options

We’ve also introduced new sorting options to provide greater flexibility and ease in managing your opportunities. You can now sort by:

  • Stage
  • Status
  • Last Stage Change At
  • Last Status Change At

CRM software 'Sort By' dropdown interface screenshot

 

These sorting options help ensure you can quickly access the most relevant opportunities and keep them organized efficiently.

Other Notable Updates

  • Information about the timezone for Created and Updated dates has been added to help improve your planning and scheduling efforts.

Important Notes

  • This feature is currently in Accounts > Labs and may disrupt custom CSS/JS changes across all your Opportunity views. We recommend making any necessary adjustments before the Live Date (tentatively August 8, 2024) to avoid potential disruptions.

For those looking to stay updated on all our latest features and to make the most of these new enhancements, don’t forget to visit our Product Updates page.

In Case You Missed It: Check out our recent release on New Weekly Subscription Model and Key Enhancements.

Thank you for being a valued user of SMBcrm. We are committed to providing you with the tools you need to succeed. For any questions or support, please feel free to Contact Us.

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