Articles on: Prospects and Accounts

Organize your fields

Organise prospects fields easily within Outplay.

You can search for the fields that are important to you and pin them up in the prospect's information. You do not have to scroll all the way down to find the field that you wanted to have in the prospect's information.

You can hover your cursor on the specific area to search and pin the fields. The pinning options will apply to all the prospects in your system.

For example, if I want to search the email field and pin the email field on the top of the prospect's info, here is what I do.

Updated on: 24/06/2024

Was this article helpful?

Share your feedback


Thank you!