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Understanding the contacts/companies table

leads companies table, understanding table, table headers

Gerard avatar
Written by Gerard
Updated over 3 months ago

Table Headers by Colors
🔹 Blue (LinkedIn): Information obtained directly from LinkedIn.
Examples: Profile URL, employee range.

🎒 Red (CRM): Data automatically synced from your CRM.
Example: Verification if the lead exists in the CRM.

📗 Green (External Databases): Contact information and enriched data from external databases.
Examples: Mobile phone, professional email.

🌼 Yellow (AI Variables): Information generated or managed through AI, such as classifications or suggestions.
Example: Personalized prompts.

♒️ Purple (Custom Created): Custom columns tailored to your needs.

🔄 How to Move Columns in the Table

  1. Place your cursor over the six dots that appear to the right of the column header.

  2. When the cursor changes to a hand 🖐️, click and hold.

  3. Drag the column to your desired position within the table.

  4. Release the click to set the new position.

🫣 How to Hide Columns in the Table

  1. Identify the column you want to hide.

  2. Place your cursor on the column header.

  3. Click > on the header > Hide column.

How to Add Hidden Columns to the Table

  1. Position yourself between two columns.

  2. Click the "+" button.

  3. In the search bar, type the name of the hidden column.

  4. Select it, and it will appear in the table.

💡 Additional Options for Adding Columns in the Table

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