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Tips for using board view versus list view

With the launch of board view, you now have two ways to look at your pipelines. But when should you use which? Here's my breakdown of when each view works best.
Emma
CRM Coach
at Less Annoying CRM
Updated on:

If you're a longtime user of list view, you might be wondering when board view is the better option. Here's what I'd recommend:

  1. 💰 Track values at a glance: Board view totals those values for you. So if you're tracking lead value, sale amount, commission, or anything monetary, board view is the best bet.
  2. 🖱️ Quickly update your pipeline: Dragging and dropping between statuses in board view is the easiest way to update your pipeline in the CRM!
  3. 🦜 Get a bird's eye view: Sometimes it's nice to just get a picture of your whole pipeline. Board view gives you the most visual real estate, so you can see the most contacts and companies at once.
  4. 🔍 Spot stalled deals: The automatic totals by status available on board view are a great way to keep an eye on the health of your pipeline. Notice 15 entries stuck in the "quote" phase? Board view makes it easy to catch bottlenecks in your process.
  5. 🧩 Beyond sales pipelines: Board view works with a variety of pipeline types, not just sales. It's a great option for project management, tracking a hiring process, client onboarding, and more.

But list view is still great in certain situations. Here's when it really shines:

  1. 📋 More detail per pipeline item: Where board view gives you a bird's eye view, list view gives you more visual real estate per pipeline item. So if you want to see a bunch of fields at a glance, list view is the best option.
  2. 📞 Calling through a list: If you need to call through a list of people, list view is great because you can go one-by-one from top to bottom after filtering by your preferred criteria.
  3. ☑️ Taking bulk actions: If you need to take an action in bulk on your pipeline, list view is the place to do it. List view has a checkbox feature that lets you easily select multiple records at once.

Ultimately, list and board view are easy to flip between — so choose a view based on your current needs! If you've found board view especially useful for a specific pipeline type or situation, click here to share your ideas on the forum. And if you'd like help getting started with board view, feel free to reach out to us at help@lessannoyingcrm.com.

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Posted on:
April 20, 2026

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