---
title: "Boxly's List View"
description: "View and organise leads with more data visible at a glance"
url: https://help.boxly.ai/en/articles/10182678-boxly-s-list-view
collection: "Getting Started"
updated: 2026-11-03
language: en
---

# Boxly's List View

View and organise leads with more data visible at a glance

**Managing leads effectively is crucial for a seamless workflow.**

Here’s an overview of new actions and features designed to enhance your lead management experience.

> In **Pipeline view**, you can easily follow leads through each stage of their journey. But if you prefer a more detailed overview, **List view** mimics a spreadsheet, letting you view and organise leads with more data visible at a glance.

* * *

### List View Actions

In List View, clicking on a specific lead name opens detailed patient information, including:

✅ **Contact Information:** Easily access essential contact details.

![](https://staticfiles.gleap.io/ghelparticle/BSRrAQMQjEjph8VHXdA5v5DH9WxISbf4bAYeonGoyiZA77o7CJyLTHcM1dnhKK0v0QY8D9mdR9z.png)

✅ **Conversation Tab:** Review all past conversations with the patient.  
**Here, you can:**

-   Reply to ongoing conversations.
    
-   Take further actions to streamline communication.
    

![](https://staticfiles.gleap.io/ghelparticle/mzyiOzExSzCxgramluotE9RdZ5CuLYs8QFOJHBEPCHPXX3yLde7FaQuQ4gzTgMsQkW7c38XdVBe.png)

![](https://staticfiles.gleap.io/ghelparticle/yLWzYohFDMBjPXSfspF2TO0xQZI7RKtF9lAsv3IB21KnQU6QBl07DbtEpvwIcoL3CoNFtrDMRN2.png)

You can now also move the columns inside the **List view** _(please note this is just for default fields and not the custom fields)._

✨ **Your new and improved workflow** make it easier than ever to manage leads, maintain organisation, and enhance your overall workflow.

## Filter in List view for a more detailed view

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-   Click the **"Filter"** button at the top right of the screen when in **List view**.
    
-   Select a filter by choosing an option in the top filter bar, _like the_ **_Clear Aligners Label_** _in the example below._
    

![](https://staticfiles.gleap.io/ghelparticle/1PBqcNqvV4VXkvWc8JSy0EnDjfKyMmZhwxZHJxVcUkt658oYnx28bRRV5cZkqS1wkZjHdvF4iXQ.png)

You can easily see which leads for a particular Treatment, Location, Stage, or Channel haven't been replied to or where in the communication stage they are in.