Overview #
The Customize Column feature allows users to control which data fields appear in the lead or contact list view. Customizing columns helps users focus on the most important information without unnecessary clutter.
This feature is especially useful for teams managing large lead databases where different users require different data views.
{screenshot of column customization panel}
Available Columns #
Common CRM columns may include:
- Contact Name
- Email Address
- Phone Number
- Lead Status
- Assigned User
- Last Activity
Users can enable or disable columns depending on their preferences.
Customizing Columns #
To customize columns:
- Open the Lead List screen
- Tap the Column Settings icon
- Select or deselect columns
- Apply changes
The table will update instantly.
Best Practices #
- Display only necessary fields
- Keep frequently used columns visible
- Organize columns logically
Related Articles #
- Search Contacts
- Filter Contacts
- Lead Details Screen
