Customize or Reset Column Selection Under Prospects Directory

1. Click on the Prospects module.
2. Click on the Column Selection icon (as shown below).
3. Check or Uncheck the box to view custom columns.
4. Click on the Apply Changes button to take effect or click on the Reset button to revert to the default selections. 

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• Customize Column Selection Under Contact Directory

  Click on the Contact tab. Click on the Column Selection icon (as shown below). Select or Un-select columns and click on Apply Changes.

• Reset Column Selection Under Account Directory

  Navigate to the Accounts module. Click on the 3 dots next to Account Name. Select Filter in the dropdown. Click on the Clear button to reset all selections.

• Customize and Save Filter Under Prospects Directory

  Click on the Prospects module. Click on the Filter icon (as shown below) A Filters page will open, select the required category by manually searching or choose from the list by clicking the down arrow. Click on the Apply button (to apply filter ...

• Add Interests under Prospects Directory

  Click on the Prospects module. Under the Interests column, click on the Add Interests or Plus icon. A new window will popup, search name of the interest Select the interest from the search result.