How-to

Lead Display Settings

  1. 1

    In the Lead Display Settings page, you can easily choose which fields you want to display on the Leads page.

  2. 2

    Select the fields you want to show by ticking the checkbox. These fields will automatically appear on your Leads page.

  3. 3

    If there are fields you don’t want to display, simply untick their checkbox to hide them.

  4. 4

    To add a new field, click on the Add button. A list of available items will appearβ€”select the ones you want.

  5. 5

    The Leads page will reflect your selected fields for a customized view.

LeadDisplaySetting

πŸ’‘ Pro Tip: Customize Smartly

Only enable the fields that are most relevant for your daily workflow. This keeps your Leads page clean, reduces clutter, and ensures you focus on the information that matters most.