Customize the Deal List view columns in CRM

❗️ Important
Please note that the Deals feature is still in beta. We can activate it on demand for your account.

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.

edit_column_attributes_EN.gif

To customize the Deal List view columns:

  1. Go to CRM Deals
  2. Click Edit column attributes
  3. To display a column, select an attribute in the Available attributes column
  4. To remove a column, click the cross icon next to an attribute in the Selected column attributes column
  5. To rearrange the order of columns:
    1. Hover the pointer over the attribute you want to move in the Selected column attributes column
    2. Long press the move_icon_EN.png icon and drag it to the desired position
  6. Click Save column attributes

💡 Good to know
Attributes such as Deal stage, Deal owner, and Close date are required by default and are automatically added in the Selected column attributes column. Required attributes cannot be rearranged or removed.

⏩ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.