How to Customize CRM Page Columns

The CRM page displays a set of default columns to help you view and manage lead information. You can customize these columns to display only the information that is most relevant to your workflow, making the CRM page easier to navigate and manage.

Steps

1. Navigate to the CRM page.

2. Click the Settings icon located on the CRM page.

3. A list of available columns will be displayed.

4. Select or deselect the columns you want to display on the CRM page.

5. The CRM page will update to reflect your selected column preferences.

Note: Displaying too many columns may impact the loading speed of the CRM page.

Result

The CRM page will display only the selected columns, allowing you to customize the lead view according to your business needs and preferences.