What
Customizing columns in ShareBuilder CRM allows you to tailor the data tables across various pages (like Sales Analysis, Forecasting, Companies, etc.) to match your workflow. You can sort, show/hide, and reorder columns for a personalized, focused view.
Why
Custom columns give you control over what’s most relevant to your day:
Focus on what matters – Remove clutter and zero in on key metrics
Save time – Cut down on scrolling and searching
Enhance insights – View the right combinations of data to spot trends or issues
Prep reports faster – Customize views before exporting
This flexibility supports smarter selling, coaching, and forecasting.
How
Use this feature alongside Saved Views to quickly toggle between different data perspectives for forecasting, 1:1s, or reporting.