We’ve upgraded Large List Views and Advanced Views across Contacts, Companies, Key Activities, and Opportunities to make it easier to see your data in the right format, act on it in bulk, and stay on top of pipeline and activity.
1. New Saved Views: Board, Calendar & Timeline
You can now create and switch between multiple view types on Large List Mode and save them as named views that persist across sessions.
What’s new
Create and save multiple named views per list
Switch between:
List – standard table
Board (Kanban) – column view grouped by a single-select field
Calendar – records plotted on a date
Timeline – records shown as horizontal bars across time
Views are available on:
Contact Lists
Company Lists
Key Activity Lists
Opportunity Lists
How it works
Click Views on a compatible list, then + New View
Give your view a name and choose a type:
List: no extra setup
Board: pick a single-select field to group by (e.g. Stage, Status, Priority)
Calendar: pick a date field
Timeline: choose a start date, optional end date, display title, and optional group-by field
2. Board (Kanban) View
Board view lets you manage records visually in columns instead of rows.
What it is
Items are grouped into columns based on a single-select field (e.g. Deal Stage, Relationship Status, Priority)
Each column shows:
Column name
Count of items in that column
How it works
Drag cards between columns to update the underlying field
Column colors come from the field’s option colors
Infinite scroll per column for large lists
Read-only lists still show cards, but without drag-and-drop
New: Board views now support full search and filtering, which is not available on client-side Kanban views
3. Calendar View (DEV-3313)
Calendar view shows records on a calendar based on a selected date field.
What it is
Plot items on a calendar using any date field
Great for:
Key activities by due date
Opportunities by close date
Contacts or companies by last interaction date
How it works
Switch between Month and Agenda views
Month view shows a limited preview of items per day
Navigate forward/backward by month
Honors all active filters and search:
Only matching items appear on the calendar
New: Calendar views now support search and filtering in serverside mode (not available on client-side Calendar views)
4. Timeline View
Timeline view helps you visualize records across a time range as horizontal bars.
What it is
Shows records as bars on a time axis
Ideal for:
Activity timelines
Opportunity or project phases
Time-bound programs
How it works
When creating a Timeline view, configure:
Start date (required): which datetime field anchors the left side
End date (optional): right side of the bar; if empty, the record appears as a point
Display title (required): which field shows as the bar label
Group by (optional): field used to create swimlanes (e.g. Owner, Team, Status)
Additional behavior:
Key Activity timelines support color-coding by activity category
Default view opens on the current week
New: Timeline View is now supported on all list types (previously only on Key Activity Lists)
5. Opportunity Status Summary Bar
Opportunity lists now include a status summary bar above the list.
What it is
A horizontal bar with one box per opportunity status
Each status box shows:
Status label
Count of opportunities in that status
Total proposed fee for that status
How it works
Click a status box to filter the list to that status
Click multiple boxes to stack filters (multi-status filter)
Click Total to clear filters and return to the full list
Uses a skeleton loading state so the layout stays stable while data loads
6. Bulk Actions on All View Types
Bulk actions are now available consistently across all advanced views.
What it is
Bulk actions supported on:
List view
Board view
Calendar view
Timeline view
Works in both Large and Advanced List Modes
What you can do
After selecting one or more records, you can:
Bulk Edit Custom Fields 🆕
Update Marketing Preferences 🆕
Add to List
Add Tags
Update Company Type
Archive
Stay-in-Touch
Log New Activity
This brings full parity (and more) between Advanced Views and Legacy views
Bulk Edit Custom Fields and Update Marketing Preferences are behind role permissions and is enabled by default for Admins and Managers only
7. Company Lists: Full Filters & Default Columns (DEV-3362)
Company lists in Advanced and Large List Mode are now aligned with Legacy Company lists in terms of filtering.
What’s included
Default columns:
Company Name
Headquarter Location
Contacts Count
Company Types
Industry Names
Last Interaction At
New Filtering Capabilities
Last Meeting At
Last Email At
Last Sent Email At
Last Received Email At
Last BD Interaction At
Last Marketing Interaction At
Number of Employees
Total Meetings
Total Emails
Sent Emails
Received Emails