What is a List View?

Total CRM comes pre-packaged with a set of lists for every module. You can also create an ideal list of recipients that helps with filtering records in a module. Do not misunderstand the List View to be just a list of records; you can perform a lot of quick actions in the List View like:

• Use different conditions to filter a set of records in a module
• Perform operations on the lists like edit, delete, duplicate, etc