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Setting up your views

Tailor how your leads are displayed in LeadTable and configure each view separately to suit how you work. 😊

Written by Fabian Soldner

The Views section of the Setup tab is where you decide which fields appear in the lead view, the Kanban view and the table view. Each view is configured independently.
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Visibility per field

For every field you decide who gets to see it. There are two options:

  • Everyone: the field is visible to your agency and to clients

  • Agency only: the field stays internal and clients never see it

So you control exactly which information reaches your clients in their portal and which stays inside the agency.
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AI generation

The ⚡ icon in the Views section generates a suggested field selection and running order for you. You can adjust it by hand at any point.


Lead view

This sets which fields show up on an individual lead profile. Reorder them by drag and drop. „Add new field“ brings in more fields, and the X removes the ones you don’t need.
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Kanban view

Decide what shows on the Kanban cards, so you can read your leads’ progress at a glance. Field order and visibility are just as flexible here.
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Table view

Set which columns appear in the table view, so you only see the information your workflow actually needs.
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💡 For the basics of setting a campaign up, see Setting up your campaign.

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