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Customize the Leads section

Add, reorder, and resize columns in Leads. Organize with tags, configure segmentation blocks, and add notes to collaborate on leads.

Updated over a week ago

You can customize the Leads section to match how you work: show the columns you need, reorder and resize them, and organize leads with tags, segmentation, and notes.


What you can customize in Leads and how it works

In the Leads table, you can:

  • Add or remove columns (including custom attributes)

  • Reorder columns (some default columns can’t be moved)

  • Resize columns

  • Tag leads and companies for filtering and organization

  • Configure segmentation blocks to visualize attribute distribution

  • Add notes on a lead’s profile for collaboration


Add or remove columns

The default view in Leads shows a few core fields (for example: Full name, Email, Company name). You can add more data columns or custom attributes.

  1. In the Leads table, click the Plus (+) icon at the far right of the header row.

  2. In the menu, toggle the columns you want to show. (You can select default attributes or Custom attributes you created by clicking on Custom first.

  3. Click Update.

You may choose from the following list of attributes

  • Company

  • Position

  • Website

  • Verification status

  • Confidence score

  • Sending status

  • Industry

  • Tags

  • Phone number

  • LinkedIn

  • Twitter

  • Country

  • Synchronization

  • Team member

  • Verification date

  • Updated at

  • Created at

  • Last activity at

  • Last contacted at

  • Source

  • You can also add a custom attribute to your leads.

What happens next

  • The selected columns appear immediately in your Leads table.

Leads table with the Plus icon open showing available column toggles and an Update button.

Reorder columns

You can drag columns to change their order.

  1. Click and hold the column header you want to move.

  2. Drag it left or right to your preferred position.

Limitations

  • The Email and Full name column can’t be moved.

User dragging a column header in the Leads table to reorder columns.

Resize columns

Resize columns to see more (or less) content without changing which columns are shown.

  1. Hover over the right edge of a column header until the resize cursor appears.

  2. Click and drag to adjust the width.

User resizing a column width in the Leads table by dragging the header edge.

Add tags to your leads and companies

Tags help you group and filter leads (for example: Priority, Event 2026, Follow-up needed). You can create unlimited tags.

  1. Make sure the Tags column is visible (see Add or remove columns above).

  2. In the Tags column, hover the lead (or company) row.

  3. Click + Add a tag.

  4. Select an existing tag, or create a new one by typing a name.

What happens next

  • The tag appears on the lead/company and can be used for filtering.

Tags column showing + Add a tag on hover for a lead row

Configure segmentation blocks

Segmentation blocks show a visual distribution of attributes (helpful for quickly spotting patterns and filtering).

  1. In the Leads section, find the segmentation area (the 3 visual blocks).

  2. Click Select an attribute (or the dropdown in the top-left of a block).

  3. Choose the attribute you want that block to display.

What it’s used for

  • Quick overview and filtering options of key lead/company statuses (for example: verification status, sending status, and other attributes available in your workspace).

Segmentation blocks in Leads with dropdown open showing attribute options.

Add notes to your leads

Notes are saved on the lead profile and are useful for team context.

  1. Click a lead to open the lead page.

  2. Add your note in the notes area

  3. Click on Add note

Lead profile page showing a notes section where a user can add internal notes.

To sum things up

  • Free customization of your Leads section based on your preferences.

  • Column changes (show/hide, reorder, resize) update your table layout immediately and will be saved.

  • Tags you create become available to reuse across leads/companies for filtering and segmentation.

  • Notes live on the lead’s page and can be used for internal collaboration.

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