In this article, we will explain how to customize the List view columns in your CRM.
According to your CRM usage, you may want to change the position of specific List view columns, add only columns you are interested in, and remove the rest.
To customize the Deal List view columns:
- Go to CRM > Deals
- Click Edit column attributes
- To display a column, select an attribute in the Available attributes column
- To remove a column, click the cross icon next to an attribute in the Selected column attributes column
- To rearrange the order of columns:
- Hover the pointer over the attribute you want to move in the Selected column attributes column
- Long press the icon and drag it to the desired position
- Click Save column attributes