Customize Lead Columns
Customize Lead Columns
Choose which fields appear in the All Leads table and arrange their order for the mobile app. You can also choose the quick actions shown in the Actions column.
Open the column selector #
- Open All Leads.
- Tap the columns icon near the top of the screen.
- Review the Select Columns panel.
Image placeholder: Replace this image path with the final Select Columns screenshot when it is available.
Add or remove columns #
- Use Search columns… to find a field.
- Turn a column on to display it in the table.
- Turn a column off to hide it.
- Keep Full Name selected. It is required and cannot be removed.
- Tap Done to save the changes.
Available columns depend on the fields and configuration of the active workspace.
Arrange selected columns #
When the column list is not filtered, use the up and down controls beside a selected column to change its position.
The Full Name column remains first. Other selected columns can be arranged around it.
Configure Actions #
If the Actions column is selected, expand it to choose the quick actions displayed for each lead. Available actions can include:
- Template
- Call
- SMS
- Telegram
An action that requires a phone number or email address may be unavailable for a lead that does not have the required information.
Cancel changes #
Tap Cancel to close the selector without saving the current changes.
What happens next #
The All Leads table updates to use the saved column selection and order. Your mobile column preferences are separate from the desktop table layout.
