Columns

***** Software On Sailboats Desktop Sales Manager v6
***** Contact management software, sales automation software, CRM software

Columns

The Pipeline Window's List Area can have up to 71 columns of information.

Sorting By Column

You can sort the information in the List Area by column by clicking on the top of any column. Repeating clicks on a column toggles the sort order between ascending and descending.

Adding and removing columns from the List Area

You can add some common columns to the List Area through shortcuts in the Tools --> Columns area and Opportunities --> Columns area.

You can add and remove ANY column through the dialog icon in the upper right corner of either area, or through the Select button in the Tools --> Columns area. You may also right click in the List Area and choose Columns --> Options.

Changing Column Order

The Columns Options dialog allows you to set the order and visibility of any column. Use the up and down arrows to set order. Columns that are checked are displayed in the List Area. You can drag-and-drop any column to a different order, but these re-ordering changes are not saved or restored.

Column Sizes

You can adjust the size of any columns in the List Area using the column headers. If you would like to have the column sizes restored the next time the program is started right click in the List Area and choose Columns --> Save Column Sizes.

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