Editing Columns in your List

Customizing your list view in LeadIQ allows you to display the most relevant information for your workflow. You can easily edit columns to organize and prioritize the data that matters most to you.

 

How to Edit Columns

1. Access Your List
   • Navigate to the Lists tab in LeadIQ.
   • Open the list where you want to edit columns.
2. Modify Columns
   • Click the Columns button in the top-right corner of the list.
   • A menu will appear, showing the available columns you can add or remove.
3. Add or Remove Columns
   • To add a column, check the box next to the column name.
   • To remove a column, uncheck the box.
4. Rearrange Columns
   • Drag and drop column names in the menu to reorder them.
   • Changes will be applied instantly to your list.
5. Save Your Preferences
   • Once you've customized the columns, LeadIQ will automatically save your preferences for future use.

Tips for Optimizing Your List View

• Keep only essential columns visible to reduce clutter.
• Prioritize key fields such as Name, Title, Company, and Email for quick reference.
• Adjust column order based on your workflow for better efficiency.

By customizing your columns, you can streamline your prospecting process and focus on the most important details.

If you have any questions about lists, you can reach out to the LeadIQ Support Team by clicking Submit a Request at the top right of this page.