Customize Engage
Role:
Sequence Agent
License:
Guided Selling
Customize the Engage view to match your workflow. Configure filters, columns, and display options.
Available Customizations
Choose which built-in fields appear in Engage and which filters reps can apply.
Choose custom fields to add to Engage
Set and manage column sort order to prioritize your action list.
Configure the quick filter fields shown above the Engage table.
Switch between paginated and continuous list navigation in Engage.