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Customizing Leads Columns

Alisha H. shared this question 9 years ago
Answered

I'd like to see the a "balance due" column when I'm looking at my list of leads. Is there a way to customize the columns?

Best Answer
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Yes! Go to the reports button on the leads page. Build and save a report that has all the columns you want to see. Then go to Settings->General Settings and change the last setting "Report used to control columns on Leads page" to use your new report.

Comments (1)

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1

Yes! Go to the reports button on the leads page. Build and save a report that has all the columns you want to see. Then go to Settings->General Settings and change the last setting "Report used to control columns on Leads page" to use your new report.

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