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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. 

Once you're happy with your perfect List, save it as a View so all your settings and configurations are saved, ready to come back to just when you need it.  

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

Another great feature of Lists is that information in these lists is not limited to just Sales Projects. You can also see additional details relating to a Prospecting Campaign this opportunity may have come through, as well as information that is stored on the Company.  This gives you a great overview of this Sales Project and allows you to really see the specific information you need. Learn how to do this in the Working with Lists - Advanced article.

Sales_Projects_List_view.PNG

Where do I find the Sales Project List View?

 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 Sales Process you want to view
  2. Which Status you want to see (choose from Any, Open or Archived
  3. Choose a Filter (or create a new one)
  4. How to Sort the data
  5. How to Group the data

To learn about more ways to configure your list, read this article Working with Lists - Advanced

Working with the list

Click on a Sales Project in the list to go straight to that Sales project. To learn more about the Sales Project View, read this article here 

Find 

Click on the Find icon or hit F on your keyboard to go directly to a prospect and find it where it stands in this view.

Add

Add a new prospect by clicking on the New Prospect button, top right.  Here you can add Company, Contact, Campaign and owner information.  

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.

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