In Kylas CRM, the listing page (also called the list or table view) is where you see a grid of records—such as leads, deals, contacts, or companies. To make your day-to-day CRM experience more efficient, Kylas lets you customize the columns shown on these pages so you only see the data that matters most to you.

This guide will walk you through all the prerequisites, supported modules, step-by-step actions, real-world use cases, and best practices.

Prerequisites

Before you begin customizing the columns:

• You must have access to the module you're customizing (e.g., Leads, Deals, Contacts, etc.)

• You should have View permission for the fields you want to display in your list view

• No admin rights are required – every user can personalize their own column layout

• Ensure the fields (standard or custom) are already created in that module

Table of Contents

1. Why Customize Columns?

2. Supported Modules

3. Step-by-Step Guide

4. Use Cases by Role

5. Best Practices

Why Customize Columns?

Customizing your listing columns lets you:

• Reduce clutter by hiding unused fields

• Highlight only the key data points you care about

• Improve efficiency by scanning important info at a glance

• Tailor the view based on your role, process, or campaign

• Prepare list views for exporting reports or bulk actions

Supported Modules for Column Customization

You can add/remove columns in the following modules:

Here’s how to do it:

Step 1: Go to the Listing Page

• Navigate to the module you want to customize (e.g., Leads, Deals, etc.)

• You'll see a grid or table view of all records.

Step 2: Click the Column Settings Icon

• On the top right of the table, click on the  four vertical lines OR "Manage Columns" button.

Step 3: Add Columns

• A sidebar or pop-up will appear with available fields.

• Scroll or search for fields you'd like to add (standard or custom).

• Check the checkbox next to the field name.

Step 4: Remove Columns

• Uncheck any fields you want to remove from the list view.

Step 5: Reorder Columns (Optional)

• Drag and drop field names to reorder how columns appear from left to right in your grid.

Step 6: Save the Layout

• Changes are automatically saved for your user login.

• When you return to this module, your selected columns will be preserved.

Use Cases by Role

User Role	Helpful Columns to Add
Sales Executive	Lead Name, Phone Number, Email, Lead Source, Status, Next Follow-up Date
Account Manager	Company Name, Owner, Renewal Date, Account Health, Industry
Marketing Team	Campaign Name, Lead Source, Email Open Rate, Lead Score, Conversion Status
Sales Manager	Deal Name, Stage, Expected Close Date, Deal Owner, Deal Value, Created Date
Support Agent	Contact Name, Open Tickets, SLA Status, Last Activity Date
Operations	Product Name, Category, Unit Price, Tax, SKU, Available Stock

Best Practices

Conclusion

Customizing columns in your Kylas CRM listing page is a simple yet powerful way to boost productivity, reduce screen clutter, and keep your most important data front and center. Whether you're closing deals, reviewing leads, or tracking product movement—this feature puts you in control of your workflow.