The list of CRM elements (leads, deals, contacts, companies, products) is a data table, that is, a list of all elements to which the user has access.

Here you can create new elements, edit or configure existing ones.

The list displays certain information with the help of which you can plan your work.

The list of CRM elements has the form of a table consisting of rows and columns. A row is an individual element. A column is a component that characterizes an element, for example, its name, person responsible or creation date.

You can configure the display of characteristics of CRM elements in the list. To do this, click on the gear and activate or deactivate the desired ones in the list.

Only the Title is required, it is not possible to disable the display of the title. All other characteristics can be either hidden or, on the contrary, displayed so that they are visible.

In the list, you can specify how many rows - elements will be displayed on the page.

❗️The minimum number of them is 5, and the maximum is 100. By default, the system shows 20 elements per page. You can also see the total number of entity elements in this list.

It is possible to sort the table data (elements on all pages) in columns in direct (ascending) or reverse (descending) order.

When you move the cursor over the column title, a sorting arrow appears.

When it is first clicked, the data will be displayed in direct order.

When clicking a second time, the sorting takes place in the reverse order.

After clicking a third time, it resets the sorting to the default list display.

Sorting features

🟣 Sorting elements within all pages works for leads, deals, contacts and companies, as well as smart objects.

🟣It will not be possible to sort elements by stages in leads or deals, as well as if the field has a User type (for example, Person responsible).

🟣If the sorting is done in direct order by the fields that contain the text, then at the beginning there are special characters then numbers and Latin letters.

🟣If the sorting is done in the reverse order by the fields that contain the text, then at the beginning there are Latin letters, and at the end numbers and special characters.

🟣 Elements whose fields do not contain values (that is, are empty) will be at the end of the list, regardless of whether the sorting is done in direct or reverse order.

🟣When sorting by fields that establish connections between entities (for example, Contact or Company fields in deals), access to information in these fields is not taken into account. That is, elements where field values are hidden by rights will stand "in their" place in the list.

🟣 If the field is multiple and has several values, then when sorting in direct order (for example, from the smallest value to the largest or from the beginning of the alphabet to the end), the "smallest value" will be taken into account for the element, according to which it will take its place in the list.

Reverse sorting is different, everything is vice versa - the "largest value" will be taken into account, according to which it will take its place in the list.

To add entity elements to the list, you need to click on the corresponding button.

After that, a card for creating an element will open. Here fill out all the fields you need for work.

When you move the cursor over the title of the entity element, you can see the button for calling the interaction menu.

It contains three items: Edit, Copy link and Delete.

When you click on the Edit button, the element card opens in editing mode. You can make changes to the desired fields.

After that, don't forget to click on the Save button.

After clicking the Copy link button, the system will notify you like it is in the screenshot below.

It is also possible to forward this link to colleagues in the chat or insert it into the browser line and open the task in a new tab.

After clicking the Delete button, a confirmation form will open.

If there is a need to edit, delete or export something, mass actions will come in handy.

To use them, first check the required elements, and then select exactly what you need to do.

Above the list of CRM elements there is a search bar and filters.

Filters help to find a certain group of elements that are united by common features. For example, you can configure the display of only those deals or leads that are at a certain stage.

Or find all contacts or companies for which you are responsible and which were added to the database in a certain period of time.

Using the search bar, you can find elements by name.

If you have additional questions or you need to contact the support, send a request to this email [email protected]