Skip to main content
All CollectionsLead & Client Management
Customize your Lead/Client View
Customize your Lead/Client View
Clu Connors avatar
Written by Clu Connors
Updated over 5 years ago

To customize your lead and/or client tab view, go to Settings> Email, Calendar & Other> Activate Custom Lead (or Client) Columns. Choose from the dropdowns what information you want to have displayed. Save your changes. You can not add more columns.

Screen_Shot_2018-05-15_at_8.38.22_AM.png
Screen_Shot_2018-05-15_at_8.38.46_AM.png
Did this answer your question?