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 heart's 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.
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 Process this opportunity may have come through, as well as information that is stored in the Company. This gives you a great overview of this Sales Project and allows you to really see the specific information you need.
Watch this short video to learn how to create and customize a basic Sales Project List
Once you're happy with your perfect List, don't forget to save it as a View so all your settings and configurations are saved, ready to come back to when you need it.
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.
There are lots of options available to configure your list exactly as you want it, with all the specific data you are looking for.
When you're in the Sales Project list view, you can hover over the Sales Project name to see a snapshot of the most important information tied to it.
The information shown in the view is easily customizable allowing you to choose which information is displayed and in what order. Administrators can customize this view. Click here to learn how.
Its easy to get to the information you are looking for, using Views and Quick Filters . You can start with loading a predefined set of information, what we call a View. Learn more about Views.
You can then go even further by using the following options:
Lists are also a great way to see additional analytics on your numerical data, at a glance. When you use the Group By feature, icons indicate whether the figures in each column are a Sum 
or Average 
. This helps you quickly understand the type of calculation applied to the grouped rows."
Hovering over a Total gives you further analysis on these totals, including Sum, Average, Median, Min and Max data.
To learn about more ways to configure lists read this article Working with Lists - Advanced.
Click on a Sales Project on the list to go straight to that Sales project. To learn more about the Sales Project View, read this article here.
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 a new prospect by clicking on the New Prospect button, top right. Here you can add Company, Contact, Process, and owner information.
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.
Once you have created the list of sales projects you wish to see, you may want to export it to use in Excel:
more icon in the top right-hand corner.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.
When exporting the list view in P/SP/AGP/T, you can also select "Next Step" or "Last Completed Step" as Group By options in the Export dialog. These options allow you to group your sales projects by specific progress criteria, offering a more detailed perspective.
You can even make this export configuration available to your team or everyone in the organization to help streamline reports and save time across the board.
Likewise, you can upload a pre-saved configuration from this view also.
From here you can also import Sales Projects that exist in another system.
more icon in the top right-hand corner.To learn more about Importing Sales Projects, read this article here.
Or learn more about advanced lists in the Working with Lists - Advanced article.
