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Customize Lead Manager Screen Layout
Customize Lead Manager Screen Layout

You can edit the column order, width, and use pin left or pin right to design your own unique lead manager screen.

Chris Arenas avatar
Written by Chris Arenas
Updated over a week ago

Changing the order and/or view of the Columns on the My Leads page, commonly referenced as the Lead Manager Screen (LMS), is a great way to organize the lead information displayed to Users.

To make changes to the column layout of your LMS:

  1. Select More > Settings > Create Lead Fields

  2. On the Record Type you wish to change the column order of, click the Columns button.

  3. You can drag and drop the order of your fields which changes the order they appear on the Lead Manager Screen. The order displays top to bottom and equals left to right on the Lead Manager Screen. Mark any fields as Hidden that you don't want to display to your users.

    1. You can also Pin columns to the left or right of your screen. Pinned fields always stay visible regardless of where you scroll on the Lead Manager Screen.

      Pro Tip: Newly added Lead Fields will be added at the bottom of the already existing Lead Fields list. Also, adding every possible lead field or system field could cause your Lead Manager Screen to load slowly. Only add those which are pertinent to your team for reference, filtering, or data exports.

  4. To adjust column widths, place your cursor over a Lead Field – you’ll see an arrow which you can move left or right to shorten or widen the column.

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