Overview
Arrange dashboard widgets and lead-table columns for an efficient personal workspace.
Prerequisites and access
Use an active account whose role and plan include this feature. Options not allowed by the role or plan are not displayed.
Steps
- Reorder dashboard cards using the available drag handle; each user’s complete order is stored independently.
- Use table column controls to show, hide, and resize supported lead columns.
- Reset filters or preferences when a saved view hides information you expect to see.
Expected result
The change is stored in the active workshop and becomes visible only to authorized users.
Edge cases
- Confirm the active workshop before changing data.
- Do not create duplicates when the record already exists.
- Features can be hidden when the plan, configuration, or permissions do not enable them.
Troubleshooting
Refresh the page, clear filters, verify role and plan access, then contact a superadmin with the time, workshop, and exact error message.