Customizing your accounts lead management table can be done primarily with any of the filter buttons on the top of table. Users do have the ability to toggle the columns they wish to display, which will save to their local device so that every user can have their own view if needed. The rest of the changes will reset to the default configurations every time the page is refreshed. Check out some of the customization options below.

Additional Filters & Column Sorting

The vast majority of the table can be filtered with custom filters. To view the filters, click on the "Show/Hide Filters" button in the top right corner of the table. Once clicked, you will see search inputs expand under each column header. Depending on the field type of the column, your search possibilities will vary. Check out the video of how the filters vary based on the filter mode selected.

Toggle Full Screen

Users can expand the table into full screen mode by clicking on the "Toggle Full Screen" button in the top left corner of the table so that they can utilize the full viewport width and screen to work out of. We recommend using this mode to avoid any unnecessary scroll behaviors. Check out the video to learn how to toggle full screen.

Toggle Density

Users can expand the table into full screen mode so that they can utilize the full viewport width and screen to work out of. We recommend using this mode to avoid any unnecessary scroll behaviors. See the image below on how to toggle your leads management display density.

Column Display Customization

Users can customize which columns are showing as well as the order of the columns. Check out the video below for a quick tutorial. All changes are saved to your local device.