How to Change Default List Format for Pipedrive Team

Your team opens Pipedrive. One person sees 5 columns. Another sees 12. Someone else has filtered out half the deals you care about.

Everyone is looking at the same data — but nobody is looking at the same picture.

That disconnect costs real time. 87% of sales professionals use a CRM tool according to Pipedrive’s own State of Sales and Marketing Report, yet inconsistent views and disorganized list formats quietly drain the productivity those tools are supposed to deliver. Studies show that 82% of professionals who like the software they use hit their KPIs, compared to just 62% who don’t — a 24-point gap often traced back to messy, unaligned setups.

The fix isn’t complicated. Pipedrive gives you the exact tools to standardize your team’s list view — you just need to know where to look.

Here’s everything you need to do it right.

What Is the Pipedrive List View?

The list view is one of Pipedrive’s core display modes. It presents your deals, contacts, organizations, leads, and activities in a clean, linear format — like a spreadsheet built for sales.

Every section of your Pipedrive account has a list view, including:

• Deals
• Leads Inbox
• Contacts (People and Organizations)
• Activities
• Products

Within the list view, you can add items, delete them, edit fields, apply filters, sort columns, and perform bulk edits across multiple records at once. You can also refresh data using the built-in Refresh button — useful when imports or updates haven’t surfaced immediately.

The columns you see, the filters applied, and the order of your data are all customizable per user. That flexibility is powerful — and it’s also exactly why team alignment requires an extra step.

Why Consistent List Views Matter for Your Team

When each person on your team configures their own view independently, you get fragmentation. Deals get missed. Follow-ups fall through the gaps. Reporting becomes unreliable because everyone’s filtering differently.

Pipedrive’s State of Sales and Marketing 2024 report found that only 57% of salespeople met their quotas in 2024 — down from 71% the year prior. One of the most consistent predictors of hitting targets is having the right tools set up correctly. Using CRM software with proper configurations delivers, on average, a 4% boost to goal achievement compared to teams that don’t use CRM support.

That 4% compounds fast when you’re managing a pipeline of 50, 100, or 500 deals.

A standardized list view means:

• Everyone prioritizes the same columns
• Filters reflect agreed-upon team criteria
• New team members onboard to a ready-made view
• Managers get consistent reporting across the whole team

Pipedrive doesn’t offer a direct admin toggle to force a default view on every user’s account. But it gives you a smart workaround that achieves the same outcome.

The Real Answer: Pipedrive Doesn’t Have a Direct Default View Setting

Here’s what most tutorials skip over: Pipedrive does not have a native feature that lets admins push a default list view to all users’ accounts.

You cannot go into admin settings and say “every user sees these 8 columns in this order by default.”

What Pipedrive does give you is the ability to share filters with saved column configurations — which, when your team applies them, recreates your exact view across every account. It’s a one-extra-click solution that gets everyone aligned.

How to Change Default List Format for Your Team (Step-by-Step)

The method relies on Pipedrive’s shared filters with saved column configurations. Here’s exactly how to set it up.

Step 1 — Go to the Relevant List View

Navigate to the section you want to standardize. For most teams, this is the Deals list view. Open the list view from the top-left navigation.

Step 2 — Customize Your Columns First

Before saving anything, set up the columns exactly how you want your team to see them.

Click the gear icon in the top-right corner of the list view. A panel opens showing all available columns. Check the fields you want visible and uncheck the ones you don’t. Drag column headers to reorder them.

When you’re done, your list view should look exactly like the “master view” you want your whole team to use.

Step 3 — Open the Filters Menu

Click the Filter dropdown in the top-right corner of your list view. This is the button that shows a small filter icon alongside the current filter name.

Step 4 — Select or Create a Filter

You can either:

• Create a new filter specifically for team-wide use (recommended — give it a clear name like “Team Default View”)
• Edit an existing filter you want to make the shared standard

Step 5 — Edit the Filter and Save Column Configuration

Click the pencil icon next to the filter name. In the edit modal that appears, find the checkbox labeled “Save selected columns with this filter” (or “Save selected columns…” depending on your Pipedrive version).

Check that box. This locks your current column layout to the filter.

Step 6 — Set Visibility to “Shared”

Still inside the filter edit modal, change the filter’s Visibility setting to “Shared.”

This makes the filter — and its saved column configuration — visible to all users in your Pipedrive account.

Click Save.

Step 7 — Have Your Team Apply the Filter

Now, anyone on your team can open their own filter menu, find the shared filter you created, and select it. When they do, their list view will instantly mirror your column layout and filter criteria.

That’s it. One setup, team-wide alignment.

How to Customize Columns in the List View

Beyond the shared filter approach, every user can customize their own columns at any time. Here’s how:

Click the gear icon on the far right of your list view. A column customization panel appears. Check or uncheck fields to show or hide them. You can include:

• Default fields (deal name, owner, stage, value, expected close date)
• Custom fields your admin has created for your team
• Organization and contact fields linked to deals

To reorder columns, click and hold a column header and drag it to the position you want. Your changes apply immediately — but they won’t be saved unless you attach them to a filter using the method above.

Important: Not all fields are directly editable from the list view. Fields like “activity add time” require opening the detail view. In the deals list view, you can update linked contacts or organizations — but this only changes the association, not the original contact record.

Managing Visibility Settings in Pipedrive

Visibility isn’t just about which columns appear — it also controls which records your team can see at all.

Pipedrive uses Visibility Groups to restrict or open access to specific deals, contacts, and organizations. As an admin, you can configure these at:

Settings → Manage Users → Visibility Groups

From here, you can set the default visibility for all new items added to your account. Options typically include visibility at the individual user level, team level, or company-wide — depending on your Pipedrive plan.

You can also change the visibility of individual records directly from the detail view of any deal, person, or organization, by clicking the visibility icon at the top of the page.

For bulk changes, use the list view’s bulk edit feature: select multiple items, then update their “Visible to” setting all at once.

Note: Changing a single item’s visibility overrides the default group setting for that item.

Pro Tips to Get More From Your Pipedrive List View

Use the Refresh button when data looks stale. If you’ve just imported new contacts or made updates that aren’t showing, hit Refresh before assuming something is broken. It reloads your data without refreshing the full page.

Name your shared filters clearly. Avoid generic names like “Filter 1” — use descriptors like “Team Pipeline View — Q2” so team members know exactly what they’re applying.

Combine filters with bulk editing. Once your team is all on the same filter view, bulk editing becomes far more powerful. Select multiple deals and update stage, owner, or value in one click.

Create separate shared filters for different roles. If your team has specialized functions, create a different shared filter for each group — one for inbound follow-up, one for outbound prospecting, one for account management.

Use hovercards for quick context. When anyone on your team hovers over a person, organization, or deal in the list view, a hovercard shows key information without opening the full record. This speeds up triage significantly.

Audit your column setup quarterly. As your pipeline evolves, the columns that mattered six months ago may not be the most useful ones today. Set a recurring reminder to review and update your shared filter configuration.

The Bigger Picture: Your CRM View Doesn’t Fill Your Pipeline

Standardizing your Pipedrive list view is a smart operational move. It keeps your team aligned, your reporting clean, and your follow-up process consistent.

But there’s a truth worth naming: a well-organized CRM only delivers results if the pipeline inside it is active.

Pipedrive data shows that only 57% of salespeople met their quotas in 2024 — the lowest figure in several years. Meanwhile, the CRM market is projected to grow from $48.7 billion to $146 billion by 2028, meaning more companies are investing in sales infrastructure while many still struggle to fill it with qualified opportunities.

The gap isn’t the tool. The gap is outbound.

Teams that consistently hit targets aren’t just organizing their CRM better — they’re feeding it systematically. LinkedIn outbound campaigns reaching verified decision-makers. Cold email sequences with personalized targeting. A lead generation system that doesn’t stop when your team is busy closing.

That’s where SalesSo comes in.