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Choose Built-in Columns in Engage

Role:
Sequence Agent
License:
Guided Selling

Choose which built-in columns appear in your personal Engage view.

This setting controls visibility for a fixed set of built-in Engage columns. It does not control which Salesforce custom fields are available in Engage.

Guided Selling v13 also supports Salesforce fields that an administrator makes available through Guided Selling Field Sets. To add those fields to your personal Engage view, see Add Custom Fields to Engage.

Choose built-in columns

  1. Open the Engage tab.
  2. Click Settings .
  3. Scroll to Visibility.
  4. Select or clear the checkbox for each built-in column you want to show or hide.

Your column choices apply to your personal Engage view.

Available built-in columns

ColumnWhy it matters
No.Provides a stable row reference when reviewing an Engage list.
ParticipantShows the Lead or Contact associated with the action.
Participant TypeIdentifies the participant record type, such as Lead or Contact.
CompanyShows company or account context for the participant.
Due TodayIdentifies actions that are due today.
PriorityHelps prioritize higher-value or higher-urgency work.
DetailShows additional context for the action.
SequenceIdentifies the sequence associated with the action.
Time ZoneHelps reps time outreach appropriately.
ProgressShows action or sequence progress information available in the Engage view.
Sequence ProgressShows the participant’s progress through the associated sequence.

Custom Salesforce fields

The Visibility setting above applies only to the built-in columns listed in this article.

In Guided Selling v13 and later, administrators can make additional Salesforce fields available in Engage through Guided Selling Field Sets. Reps can then add or remove those fields from their own Engage view.

See Add Custom Fields to Engage for details.