Customizing the columns in the list view

The list view is a helpful tool for seeing and understanding the data in your account, and you can customize it in a few ways.

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Adding columns to your list view

tip

Note: Deal, person and organization fields are available to use as columns.

Click the gear icon in the top right corner of the list view and select which fields you want as columns.

When finished, click “Save”.

Your new column(s) will appear in the next available spot to the right of your existing columns.

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