How to Use the Opportunities List View in HighLevel

You just ran a massive lead generation campaign for your agency. Your pipeline is absolutely packed. Hundreds of opportunity cards are stacked in your Kanban board. It feels like a massive win. But then you try to actually manage it.

You need to find all the deals over $5,000 that came in this week. You start scrolling sideways endlessly. You are manually clicking into individual cards just to check custom fields. Deals are falling through the cracks because your pipeline looks like a digital junk drawer. Your sales team is completely overwhelmed and missing critical follow-ups.

You cannot scale an agency if you are drowning in visual clutter. HighLevel just fixed this with the brand new List View for Opportunities. You can now transform your chaotic board into a clean, highly customizable spreadsheet view that lets you filter, sort, and view every single pipeline at once. Let us clean up your sales floor right now.

Part 1: Switch to the List View

Ready to streamline this? Here is exactly how to do it in 60 seconds:

1. Navigate to your Opportunities section.
2. Look at the top right corner and click the toggle to switch from the default Kanban board to the new List View.
3. Watch your massive stack of cards instantly transform into a clear, tabular format that is incredibly easy to scan.

Part 2: Customize Your Columns

Stop looking at data you do not need. Build the view your team actually uses.

1. Choose exactly which fields you want to display in your list view.
2. Resize and rearrange the columns to fit your specific sales workflow. Put the data that matters most front and center.
3. Use the robust search and advanced filters to narrow down your exact list, giving you full feature parity with the traditional board view.

Part 3: Sort by Custom Data

Find your hottest leads based on the exact metrics that drive your business.

1. Click the Sort button.
2. Select the specific field you want to prioritize. You can sort by default fields or supported custom fields (including Single Line, Multi Line Text, Dropdown, Radio Select, Number, Monetary, Phone, and Date).
3. Choose Ascending or Descending to instantly organize your high-ticket deals.

Part 4: View All Pipelines at Once

Tired of clicking between ten different pipelines just to see what your agency is doing?

1. Ensure you are currently in the List View. (This feature is disabled in the Kanban view).
2. Open the Pipeline dropdown at the top left and select All Pipelines.
3. You can now see opportunities across every single pipeline your agency runs in one unified list. The new Pipeline column will tell you exactly where each deal lives.
4. Save this unified view as a Smartlist so you can return to it instantly later. (Note: Sorting by stage is not supported in this master view, so it will fall back to sorting by the Created date).

Mastering the List View ensures your sales team operates with absolute clarity and never lets a high-ticket deal slip through the cracks.

Frequently Asked Questions

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