Customization

Learn how to customize your views and settings

Written By Adtaria Support

Last updated About 1 month ago

Customize List view

List View customization controls which columns appear in the deals table.

Customizing Columns

  1. Switch to List View

  2. Click Customize View

  3. Toggle columns on or off

  4. Close the menu

The table updates automatically.

Common Columns

  • Deal Name

  • Company

  • Value

  • Stage

  • Priority

  • Follow-up Date

  • Close Date

  • Owner

  • Last Contacted

Note: Hidden columns are not removed, just hidden from view.

Use Cases

  • Hide low-importance fields to reduce clutter

  • Show value and close date when forecasting

  • Create a clean outreach-focused list view

  • Quickly scan only the data you care about

Customize Deal Card

Kanban View customization controls which attributes appear on each deal card.

Customizing Card Attributes

  1. Switch to Kanban View

  2. Click View Settings

  3. Toggle attributes on or off

  4. Close the menu

Deal cards update instantly.

Common Attributes

  • Value

  • Priority

  • Follow-up Date

  • Close Date

  • Owner

  • Links

  • Platforms

Note: This only affects what’s visible on the card, not the deal data itself.

Use Cases

  • Keep cards minimal for fast pipeline reviews

  • Highlight follow-up dates to avoid missed tasks

  • Show priority during team reviews

  • Remove noise when working high-volume pipelines

Customize View Settings lets you tailor each view to how you actually work—without changing the underlying Pipeline or deals.

Customize Deal Display

Customize Deal Display lets you control which attributes are visible inside the Deal Panel. This helps you focus only on the information you actually use when working a deal.

Accessing Customize Deal Display

  1. Open a deal from the Pipeline page

  2. In the deal panel, click the three-dot menu

  3. Select Customize Deal Display

Customizing Deal Attributes

  1. Toggle attributes on or off

  2. Close the menu

The deal panel updates immediately.

Common Attributes

  • Value

  • Priority

  • Pipeline

  • Stage

  • Follow-up Date

  • Close Date

  • Owner

  • Last Contacted

  • Custom fields (if available)

Note: Hidden attributes are not removed—only hidden from the deal panel view.

How It Works

  • Customizations apply to the deal panel layout

  • Deal data remains unchanged

  • This does not affect List or Kanban views

Use Cases

  • Reduce clutter when reviewing deals quickly

  • Highlight follow-up and priority during daily work

  • Hide rarely used fields

  • Create a cleaner, faster deal workflow

Customize Deal Display keeps the deal panel focused so you can move faster without losing important context