Skip to content
Guided Selling
Using Guided Selling
Engage
Customize Engage

Customize Engage

Role:
Sequence Agent
License:
Guided Selling

Customize the Engage view to match your workflow. Configure filters, columns, and display options.

Available Customizations

Add Columns to Engage
Choose which fields appear in Engage and which filters reps can apply.
Sort Columns on Engage
Set and manage column sort order to prioritize your action list.
Customize Quick Filters
Configure the quick filter fields shown above the Engage table.
Enable Pagination
Switch between paginated and continuous list navigation in Engage.
Last updated on