How to Select Lead Fields that you want to view on Lead Management page?

1. Feature Overview

Column Customization enables you to display the columns you want to view on the Manage Leads/Opportunities/Activities/Task page. It saves your users time by allowing quick access to lead details without navigating to the Lead Details page.

For example, using this feature, you can show default lead fields (such as lead score, lead owner, etc.) and custom lead fields (such as course interest, insurance type, budget, etc.) directly on the grid.

2. Manage Leads

1. On your LeadSquared account, navigate to Leads>Manage Leads. You will be able to view the list of leads on your Manage Leads page.
2. Navigate to  and click Select Columns. Here, you’ll see the list of available and selected lead field columns.
3. Hover over the relevant selected column and drag and drop it in the desired position to reorder the grid.
4. To add new columns, click on the relevant checkbox alongside the relevant field from Available Columns.
5. Once you’ve added the fields, click Save.

You can also change the height of the rows as needed. To do so,

• Click  and select Row Height.
• From the dropdown that appears, select the required row height.

3. Smart Views

To customize columns in Smart Views, on the upper right corner, hover your cursor over  and click Select Columns.

Any Questions?

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