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
- Open the Engage tab.
- Click Settings .
- Scroll to Visibility.
- 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
| Column | Why it matters |
|---|---|
| No. | Provides a stable row reference when reviewing an Engage list. |
| Participant | Shows the Lead or Contact associated with the action. |
| Participant Type | Identifies the participant record type, such as Lead or Contact. |
| Company | Shows company or account context for the participant. |
| Due Today | Identifies actions that are due today. |
| Priority | Helps prioritize higher-value or higher-urgency work. |
| Detail | Shows additional context for the action. |
| Sequence | Identifies the sequence associated with the action. |
| Time Zone | Helps reps time outreach appropriately. |
| Progress | Shows action or sequence progress information available in the Engage view. |
| Sequence Progress | Shows 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.