New View Types
Board, Calendar, and Timeline views are now available across all list types in Large List mode — including Contact Lists, Company Lists, Opportunity Lists, Key Activity Lists.
Board view — Visualize records as cards grouped by a single-select custom field column. Drag and drop cards between columns to update field values instantly. Column headers display live counts and color coding. Works in both private and shared views (with edit access).
Calendar view — Browse records by date field in a monthly calendar. Click any day to see a paginated list of records for that date. Preview entries appear inline in day cells.
Timeline view — Visualize records across a date range with configurable start, end, display, and group-by columns. Supports filtering, search, and sharing via copy-link. Clicking an event card opens the record detail slider.
Board views are available on all List types. Timeline views are available on all List types. Key Activity Lists now support Board and Calendar views.
New Columns on Companies Advanced View
Engagement Overview — A visual widget showing monthly engagement activity, open opportunities, pending tasks, and upcoming meetings. Available on All Companies and Company List views.
Interaction columns — 8 new filterable, sortable columns: Total Meetings, Total Emails, Sent Emails, Received Emails, Last Meeting At, Last Email At, Last Sent Email At, Last Received Email At.
Additional columns — 3 new filerable, sortable columns: Number of Employees, Last BD Interaction At, Last Marketing Interaction At.
Filter, Search & Other Features on Views
Filtering and search apply across all view types. Filter and search state is preserved when switching between views. Board views display live counts by status or stage.
New & Expanded Bulk Actions
Bulk edit Contact custom fields — Available on All Contacts Advanced View. Gated by role permission; enabled by default for Admin and Manager roles.
Bulk edit Opportunity custom fields — Available on All Opportunities Advanced View. Same role permission model.
Bulk edit custom fields on Activity Lists — Custom field bulk editing now extends to Key Activity Lists.
Bulk update Company Type — Available on All Companies and workspace Company Lists.
Bulk edit Marketing Preferences — Available on Contact views. Gated by role permission; enabled by default for Admin and Manager roles.
Add to Campaign — Available on Contact Lists.
All remaining bulk actions previously available on legacy lists have been carried over to Large List mode and Advanced Views.
Multiselect Field Update Options
When bulk updating multiselect custom fields, you can now choose how changes are applied:
Add — appends to existing values
Replace — overwrites with the provided values
Remove — removes selected options
Clear All — sets the field to blank