How to manage and update the Leads page Pipeline view

Use this page to manage your leads by navigating to the Leads page, selecting the Pipeline view, and editing the row layout.

1. From your dashboard, select the Leads icon.

2. Select the Pipeline tab.

3. Click on the Ellipsis (3 dots) next to the +Add Leads button.

4. Select Edit Row Layout.

5. Drag the fields below into the required place on the row header. Please ensure that there is a blue separator line between the columns, otherwise the column will not add in the correct place.

6. Click Ok.

To Remove an unwanted column, drag and drop the column into the header where it says "Add field".