How to Customize your Lead Grid

Within your Account Manager, on your Leads page, you will find that they are organized in a table format with multiple columns. These are pages we primarily refer to as "grids."

Grids contain multiple columns of information. Depending on your objective you may realize that certain columns are more valuable than others. For example, if your Sales Team is structured by region, it may be more helpful for you to see a Buyer's location first instead of their product of interest. Custom Grids enables you to customize the view of all grids found in your Account Manager

In this article, you'll learn how to fully customize your grids.

Note: This feature is available to all Suppliers

How to Use Custom Grids

  1. Navigate to your Profile by clicking your profile icon in the top right corner of the screen
  2. From the menu bar click CRM to expand the section
  3. Click Leads to navigate to the Leads Grid
  4. To add or remove a field from the grid, click on above the grid, then select or deselect a field 
  5. To reorder the columns, grab a field using the double-line icon then drag the field up to move the column left or down to move the column right on the grid
  6. Click Save to apply the column field settings

Managing your Leads- Custom Grids.gif

 

Saved and Default Field Settings

Saved column preferences will be maintained across sessions, which means even if you log out, the next time you log back in, you will still see your saved column settings. 

  • Click Save to apply the column field settings
  • Clicking Reset will revert the column settings to their original state
    • Default fields will always remain checked and seen in the grid view depending on the grid.

 

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