Articles on: Lead Management

What can I customize in the table view?

What can I customize in the table view?


You can customize your tables to better suit your workflow:


  • Reorder and rename columns to match your preferences.
  • Create new attributes to capture custom data.
  • View People and Companies separately with distinct table layouts.
  • Note: Not all cells are directly editable yet—you may need to update some fields within the lead’s profile.
  • Sort fields in ascending or descending order (e.g., by lead score from weakest to strongest).


Updated on: 17/10/2025

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