Knowledge Base

Adding columns to your List View

To add columns to your List View, click on the gear icon at the top right corner of the List View table and select which fields you would like to see. You can add contact, deal, and activity information to cross-reference your data.

When finished, click Save.

Reordering your columns
If you need to move those columns around to better visualize your information, simply click-and-hold on a column header, and drop it in the position you would like it to be displayed in the table.