In Webmecanik Pipeline, customizing your list views (Contacts, Companies, Activities) is essential for quickly accessing the data that matters most to you. Using the column selector, you can configure a tailor-made display in just a few clicks.
🛠️ Accessing Customization
To modify your view, click the Settings icon (represented by the adjustment sliders) located on the right side of your table header. A side panel will open, divided into two sections:
Displayed Columns: Fields currently visible on your screen.
Hidden Columns: All available data fields that are currently not visible.
📋 Key Features
1. Choose the Data to Display
You can adapt your view based on your operational needs:
To add a column: Scroll down to the "Hidden Columns" section and click the slashed eye icon or drag the field upward.
To hide a column: Click the eye icon next to an active column to remove it from your main view.
2. Reorder Columns
The reading order is completely flexible (except for columns locked with a padlock icon):
Click and hold the six dots (grid icon) to the left of the column name.
Drag the column up or down to change its position (this translates to left-to-right order in the final table).
3. Available Columns
To provide a more analytical overview at a glance, volume indicators are available:
For Companies: You can display the number of contacts linked to each organization.
For Contacts & Companies: Track sales momentum by displaying the number of opportunities associated with them.
💾 Save Your Changes
Once you have finished your ideal configuration, don't forget to click the green "Save" button at the bottom of the panel.
Note: This configuration is specific to your account and the selected view. It allows you to work in an environment that perfectly matches your sales habits.
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