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Sort columns on Engage

Role:
Sequence Agent
License:
Guided Selling

Sort the Engage list by supported standard and custom-field columns to scan and prioritize actions.

What it does

Click a supported column header in Engage to sort actions in ascending or descending order. For example, you can sort by fields such as Participant, Due Today, Progress, or a supported custom field.

Supported Lead and Contact custom fields that have been added to Engage as columns can also be sorted.

Engage table sorted by the custom Contact field Product Interest, with the ascending sort indicator shown in the column header.