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Lead List - How to Move & Edit Columns

Customize your lead list to view your lead data, just the way you like

Gabriel Buck avatar
Written by Gabriel Buck
Updated over 3 weeks ago

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

  1. Click Choose Columns

  2. 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.

  3. 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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