# Board and list views

> Work with all of your opportunities at once, on a board of pipeline stages or as a filtered list.

Source: https://help.clockworkcrm.com/sales/board-and-list
Last updated: 2026-10-09

There are two views of your opportunities. Both show the same records, and both open an
opportunity's record in a panel when you click it. See
[The opportunity record](https://help.clockworkcrm.com/sales/opportunities#the-opportunity-record).

## The board

**Sales → Sales & Opportunities Board** shows one pipeline at a time, with a column for each of its
stages.

![The opportunities board: one column per stage, with cards and a total under each column](https://clockworkcrm.blob.core.windows.net/public-internal/docs/sales/sales-board.png?v=6369e4c4)

The toolbar holds:

| Control | What it does |
|---|---|
| **Order By** | Sorts the cards in each column by **Value**, **Estimated Close Date**, **Importance** or **Likelihood**, or by one of the pipeline's properties. It starts on **Value** |
| **Direction** | **Ascending** or **Descending**. It starts on **Ascending** |
| **Pipeline** | The pipeline shown. The board remembers the last one you chose |
| **Search for an opportunity** | Shows only cards whose name contains the text |
| **Additional Filters** | Opens the filters panel. See [Filters](https://help.clockworkcrm.com/sales/board-and-list#filters) |

### Columns

Each column header shows the stage's name and the number of opportunities in it. The **+** in the
header opens **Add Opportunity** with the pipeline and stage already chosen.

The foot of each column shows the total value of its opportunities:

- **Total:** for **Open** and your own stages, counting the opportunities the filters show
- **Total to date:** for **Won** and **Lost**, counting every opportunity in the stage, whatever the
  filters

**Won** and **Lost** cards are hidden until you turn on **Show Won/Lost Opportunities** in the
filters. While they are hidden, those columns show a card explaining how to show them. Clicking
the card opens the filters.

### Cards

Each card shows:

| Item | What it is |
|---|---|
| Tags | The opportunity's tags, above its name |
| Name and value | The opportunity's name and estimated value. Click either to open the record |
| Stars | The importance. Click a star to change it |
| Owner | The sale owner's picture. Point at it to see their name |
| Date | The estimated close date. Point at it to see how many days are left, or how many days ago it was due |
| Pictures | The people and companies on the opportunity. Point at one to see its name |

The icons along the foot of a card are:

| Icon | What it does |
|---|---|
| **Edit** (pencil) | Opens the record |
| **Delete** (bin) | Deletes the opportunity, after you confirm |
| **Add tag** | Adds a tag, or creates one with **New Tag** |
| **Copy opportunity** | Copies the opportunity, after you confirm. See [Copying and deleting](https://help.clockworkcrm.com/sales/opportunities#copying-and-deleting) |
| **Likelihood** | The likelihood of conversion, as a percentage. Click it to open **Opportunity Likelihood** and drag the slider to change it. The new value is saved when the slider closes |
| **Comments** | The number of comments. It pulses when there are comments you have not seen. Click it to open the record |
| **Files** | The number of files. Click it to open the record |

Double-clicking a card also opens the record.

### Moving cards between stages

Drag a card to another column to move the opportunity to that stage.

- If any stage between the old column and the new one has properties, the **Move Stage** form opens.
  Fill in the required properties and select **Save**. Closing the form without saving puts the card
  back.
- Dropping a card on **Won** or **Lost** sets the close date to today and then asks for
  **Closing Notes**. Enter any notes and select **Save**.

To move an opportunity to another pipeline, use **Move** on its record or in the list.

## The list

**Sales → Sales & Opportunities List** shows opportunities as rows, newest first.

![The opportunities list, with filters and sorting across the top](https://clockworkcrm.blob.core.windows.net/public-internal/docs/sales/sales-list.png?v=2fa77a03)

The toolbar holds:

| Control | What it does |
|---|---|
| **Pipeline** | **All Pipelines**, or one pipeline. The list remembers the last one you chose |
| **Search for an opportunity** | Finds opportunities by name |
| **Additional Filters** | Opens the filters panel. See [Filters](https://help.clockworkcrm.com/sales/board-and-list#filters) |

The columns are:

| Column | What it shows |
|---|---|
| **Name** | The pipeline and stage, the name, and the number of comments and uploaded files. A count pulses when there is something you have not seen |
| **Stakeholders** | Pictures of the companies and people on the opportunity. Point at one to see its name |
| **Est. Value** | The estimated value |
| **Likelihood of Conversion** | The likelihood, with a slider. Drag the slider to change it |
| **Importance** | The stars. Click a star to change it |
| **Actions** | The **...** menu. See below |

Click **Name**, **Est. Value**, **Likelihood of Conversion** or **Importance** in the header to
sort by that column. Click it again to reverse the order. Results are split into pages at the foot
of the list.

Double-click a row to open the record. The **...** menu holds:

| Action | What it does |
|---|---|
| **View** | Opens the record |
| **Copy** | Copies the opportunity, after you confirm |
| **Schedule follow-up** | Opens the scheduler for a follow-up. See [Scheduling a follow-up](https://help.clockworkcrm.com/sales/opportunities#scheduling-a-follow-up) |
| **Move** | Moves the opportunity to another pipeline or stage. See [Moving an opportunity](https://help.clockworkcrm.com/sales/opportunities#moving-an-opportunity) |
| **Delete** | Deletes the opportunity, after you confirm |

## Filters

**Additional Filters** on the board or the list opens the **Filters** panel. Filters apply as soon
as you change them.

![The filters panel](https://clockworkcrm.blob.core.windows.net/public-internal/docs/sales/sales-filters.png?v=b88db6a6)

| Filter | What it does |
|---|---|
| **Search** | Shows opportunities whose name contains the text |
| **Pipeline** | **Any**, or one pipeline |
| **Stage** | **Any**, **Open**, one of the pipeline's stages, **Won** or **Lost**. Deleted stages are marked **(Archived)**. Not available on the board, where each stage is a column |
| **Estimated Close Date** | **Anytime**, **Late** (the date has passed), **Yesterday**, **Today**, **Tomorrow**, **This week**, **No estimated close date**, **Has due date** or **Custom date range** |
| **Date Created** | **Anytime**, **Yesterday**, **Today**, **This week**, **Last Week**, **This month**, **Last month**, **Last 3 months**, **Last 6 months** or **Custom Date Range** |
| Tags | Shows opportunities with the chosen tags |
| **Match Any Tag** / **Match All Tags** | Whether an opportunity needs any one of the chosen tags, or all of them |
| **Show only untagged items** | Shows only opportunities with no tags, and turns off the other tag filters |
| **Created By** | Shows opportunities created by the chosen users |
| **Owned By** | Shows opportunities owned by the chosen users |
| **Hide Won/Lost Opportunities** / **Show Won/Lost Opportunities** | Whether won and lost opportunities are shown. They are hidden to begin with |

**Custom date range** and **Custom Date Range** add a start and end date to pick.

### Saved filters

You can save a set of filters under a name and apply it again later.

1. Set the filters.
2. Select **Save**. The first time, **Filter Name** appears and asks for a name.
3. Enter a name, up to 400 characters, that you have not used for another filter.
4. Select **Save** again.

Once you have a saved filter, a **Saved Filters** button at the top of the panel lists them. Choose
one to apply it, or select the bin icon next to it to delete it.

**Reset** clears the filters.

## Related

- [Opportunities](https://help.clockworkcrm.com/sales/opportunities), what each card and row represents
- [Pipelines and stages](https://help.clockworkcrm.com/sales/pipelines), the stages the board columns come from
- [Dashboard and search](https://help.clockworkcrm.com/sales/dashboard-and-search), reporting across opportunities