Yes, you can manage your Leads section by adding tags, moving or resizing columns or adding custom attributes, to keep everything organized and customize the view to better fit your needs.
Add additional columns
The default view includes only a few basic columns, such as Full Name, Email, and Company Name. However, you can easily enhance your leads by adding more columns with additional data points or custom attributes.
To add columns:
Click on the Plus (+) icon at the far right of the table.
A menu will appear, displaying all available columns.
Toggle the options you’d like to include and click Update.
The selected columns will be instantly added to your Leads section, giving you a richer and more personalized dataset.
Resize columns
You can not only move columns to a different position but also resize each of the columns to personalize your view.
Move columns
To reorder the columns, select the column you want to move (note: the Email and Full Name columns cannot be selected). Once selected, drag the column to your desired position to arrange the data according to your preferences.
Add tags to your leads
You can add unlimited tags to your leads or companies, allowing you to organize and categorize them based on specific criteria. This allows you to customize your lead management and apply filters to find leads easily.
To add tags to your leads:
Make the Tags column visible: to start tagging your leads or companies, you must make sure the Tags column is visible.
Add a tag to a lead: Now that you can see the Tags column, you can start tagging your leads. To add a tag to one of your leads or companies, simply hover over the lead's row inside the Tags column and click on + Add a tag.
Now select an existing tag or create a new one by giving it a name.
