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Show or Hide Fields in Pipeline

This guide explains how to customize which fields are visible in your "Leads" table by showing or hiding specific fields within a pipeline.

Overview

Field visibility in pipelines involves two steps:

  1. Enable field access for the pipeline (in Settings)
  2. Show or hide enabled fields (in Leads view)

Step 1: Enable Field Access

First, ensure your pipeline can access the desired fields:

  1. Navigate to Settings > Pipelines and select your target pipeline

    Pipeline selection

  2. Click the Data Fields tab and toggle ON any fields you want to make accessible

    Toggle fields on/off

    Note: Fields that are toggled ON are accessible to the pipeline, but may still be hidden from view until Step 2.

Step 2: Show or Hide Fields

Once fields are accessible, you can choose which ones appear in your Leads table:

  1. Go to the Leads page and select your pipeline from the dropdown

    Navigate to Leads

  2. Refresh your page to ensure newly enabled fields are available

  3. Click the Hide field button to open the field visibility manager

    Show hide field button

  4. Check or uncheck fields to show or hide them in your current view

Tip: If you don't see recently enabled fields, try refreshing the page again before making changes.