Overview
CRM list screens help users organize sales and service follow-up. They make it easier to find open work, assigned records, due activities, and records that need attention.
Where To Find It
Path: CRM > Leads, deals, cases, and tasks lists
Access depends on the module, company setup, and security permissions assigned to the user.
How It Works
Users open the list for the CRM record type, filter by owner, status, priority, date, or customer, and open the record that needs follow-up.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Filters and search | Limits the list to the records the user needs to review. | Use it before opening records from a busy list. |
| Result list | Shows matching records with key dates, references, names, and amounts. | Use it to identify the correct record and compare activity. |
| Open and follow up | Opens the selected record or leads to the next action. | Use it when the list result needs more detail or action. |
Recommended Workflow
- Open the CRM list that matches the record type.
- Filter by status, assigned user, owner, date, or priority.
- Review the list and identify the record that needs attention.
- Open the detailed record for notes, updates, or next action.
- Keep the status current after follow-up.
Best Practice
- Use list filters to manage workload daily.
- Keep owners and assigned users accurate.
- Update statuses after each meaningful follow-up.