Overview
The "Choose Columns" feature in the Lead List screen allows you to customize the display of lead fields, enabling you to add, remove, and reorder columns to suit your preferences.
You can remove and re-add any fields removed from the header bar by clicking the Column Chooser option added to the List screen. You have complete control over what columns display in the List view.
How to Adjust Columns
Click Choose Columns
The column editor will bring up a window on the bottom right of your search leads screen that contains all fields previously displayed on the search leads report.
Click the field you want to bring to the report and drag it where you want it displayed.
The column editor will allow you to move and hide fields you don't use without having to click Restore Defaults if you accidentally remove a column field.
Best Practices
Prioritize Key Information
Arrange columns to place the most important lead data at the forefront for quick access.Regularly Update Layout
Periodically review and adjust your column layout to ensure it aligns with your current workflow and data needs.Utilize Filters
Combine column customization with filtering options to efficiently manage and analyze your leads.
Troubleshooting
Columns Not Saving
Ensure that your browser settings allow cookies and that you have the necessary permissions to customize the Lead List view.Missing Columns
If a previously displayed column is missing, check the column editor to see if it has been unchecked or removed.Layout Not Reflecting Changes
Try refreshing the page or clearing your browser cache to apply the latest layout settings.
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