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. âAdd new fieldâ brings in more fields, and the X removes the ones you donât need.
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Kanban view
Decide what shows on the Kanban cards, so you can read your leadsâ 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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đĄ For the basics of setting a campaign up, see Setting up your campaign.




