Arrange it so it shows what you need.
Your day, and your team's, as dashboards you can rearrange. Choose which columns and fields each module shows, without changing what is stored.
What you can do
- My day: what is due, your open deals, recent records and meetings. Team: numbers per person for managers, within their reach
- Drag sections into the order you want, make them half or full width, and pick the stat cards at the top
- Keep a dashboard just for you, or (as an admin) set the default for everyone
- For every module, choose the list columns, the order of fields on a record, the fields on phone cards and the fields on the New form
- Mark a custom field read-only, and filter lists, analytics and the map by department
Good to know
- Layouts change what is shown, not what is stored. A hidden field is still in the record's history and exports.
- Required fields can't be hidden from the record or the New form.
Illustrative previews with sample data.
Try it with your own records.
Dashboards and lists arranged the way each team works. Create a workspace for free and choose a plan only when you need more.