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Sales Project List View

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If you are working with multiple Sales Projects, then the List View in Membrain is a great way to see those sales projects in a clear and concise list format. 

What makes this list view a real eye opener is the fact that you can customize these lists to your hearts content.  Sort, Group, Filter and Configure lists to show up to 20 columns of information at a time.  And don't worry about having too much information on the screen, you can drag the data around with your mouse or touch screen to see all the information easily. 

With lists you can view sales projects with any status - Open, Won and Archived 

Sales_Projects_List_view.PNG

 

You can get to the Sales Project list view in two ways:

1. From the Membrain Menu, click on the Sales Projects icon and choose Sales Project List

2. Or While in the Active Pipeline, click on the Sales Project List toggle button to the right

Toggle_button_List_and_pipeline_view.PNG

Customizing lists

There are lots of options available to configure your list exactly as you want it, with all the specific data you are looking for.

Pre-defined Filters

First, choose from the options at the top of the view to specify the overall information you are looking for.

Pre-defined_filters.PNG

 Click on the blue text to select:

  1. Which users Sales Projects you want to see
  2. Which Process to show
  3. Which Status you want to see
  4. Choose a Filter (or create a new one)
  5. How to Sort the data
  6. How to Group the data

Configure your View

Then, use the Cogs_icon.PNGconfigure icon in the Name Column to find even more options and choose which specific data you wish to see.

From here you can select up to 20 different fields to show, and reorder them by dragging them up or down the list to the right hand side.

Configure_lists.PNG

Once you're happy with your data, you can resize each column by hovering between each column header until a line with arrows appears, and drag left or right.
Or rearrange the columns by hovering on a column header until you see the Handle.PNGhandle icon appear beside it and drag/drop it left or right to where you want it.

Working with your data

Edit

If you spot some data that is incorrect or incomplete in the list, no problem!  Go right ahead and edit the data directly in the list without having to leave the list your working on. 

Just click on the field and start to type, and your data will be changed both in the list and also in the context where it is stored.  A great way to spot check for errors or gaps in your information.

Batch changes

In the list view, you can also execute changes to sales projects in bulk, rather than manually updating them one by one. For example, if someone leaves the sales team you can reassign all open opportunities to another sales representative, change the estimated closing date, or update a custom field. 

  1. User filters to find the specific Sales Projects you want to edit.  
  2. Select all by clicking on the check box to the left of the Name Column, or be even more specific and choose only a select few by clicking on the check boxes to the left of the Sales Project name.
  3. Click on the Change button at the bottom.  
  4. Find the details you wish to change for all Sales Projects selected and click on the Change checkbox
  5. Then update with the details you wish to change to
  6. Click save

batch_changes.PNG

Export

Once you have created the list of sales projects you wish to see, you may want to export it to use in Excel:

  1. Click on the More_Menu_3_dots.PNG more icon in the top right hand corner
  2. Choose Export.  This brings you to an options window.

From here you can specify additional fields to include in your export, as well as change the grouping and sorting, and save the configuration for use again. 

You can even make this export configuration available to your team or everyone in the organisation to help streamline reports and save time across the board. 

Likewise, you can upload a pre-saved configuration from this view also.

Import

From here you can also import Sales Projects that exist in another system. 

  1. Click on the More_Menu_3_dots.PNG more icon in the top right hand corner
  2. Choose Import. 

To learn more about Importing Sales Projects, read this article here