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Standard List View in CRM

Standard List View is a default set of criteria that are ready to use for the users in the business operation management. Depending on the requirements, you can customize the Standard Views and sort the order of the list. The standard list view cannot be deleted. You can select the List View of any Module home page by clicking the View icon.

How to View Standard List View in CentraHub CRM?

How to View Standard List View in CentraHub CRM?

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1.Click on the [Module] tab. (E.g., Lead, Campaign, Account, Contact, etc.)

Note: Campaign module is used as an example. Standard List View can be applied for all other modules following the same procedure.

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1.In the [Module] home page, you can check information in the Standard List View format.

(Note: Campaign standard list view is used as an example)

Standard List View Criteria:

The following are the list of fields in Standard List View

Edit

To edit the [Module] details.

View

To view all the types of [Module] or select from the drop-down list.

Look in

To sort the [Module] created by the specified user.

New Module

Create a new [Module] from the view page.

Action(3 dots)

To perform various kinds of activities.

Split

To view the [Module] list in the split-screen format.

Search

To search the required [Module].

Filter

Find [Module] using different filters.

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