Tailor Your List Views with Customizable Columns

Customizable columns are one of the ways ProsperWorks helps you manage your list views more effectively. With customizable columns, you can choose which pieces of information are most important to your business and quickly view this in your list views.

1 - Log into ProsperWorks 

2 - Navigate to the list view where you want to customize columns (i.e. Leads, People, Companies, Opportunities, Tasks, or Projects)
3 - Click on the Settings icon  in the top right corner 

4 - Select Customize Columns in the drop-down menu

 

 

5 - Customize the visibility of each column by checking or unchecking the checkbox next to the column headers

6 - Click Save

 

How to reorder your columns:

To reorder the columns in your list view, simply click the column header and drag it to where you want it to go!

 

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