Module: Administration

Table Views Training Guide

Customize visible columns, sorting, filters, and save shared team table views.

9 min read

Beginner Level

1 Core Lessons

What You Will Learn

By the end of this training module, you will be able to:

Show, hide, and reorder table columns to match your daily workflow

Build dynamic filters (e.g. 'My Leads created in last 7 days')

Save and share custom views across your sales or support teams

Pin your preferred view as your default workspace landing screen

Custom View

A saved configuration of filters, visible columns, and sorting rules that updates dynamically as records change.

Step-by-Step Walkthrough

Follow these practical guides to master every capability of Table Views.

Lesson 1 of 1

Surface the exact data points you need without clutter.

Click 'Columns' on any table, check the boxes for fields you wish to see, and drag to reorder.

Apply your filters (e.g., Status = Open), click 'Save View', and name it 'My High Priority Deals'.

Personalized views eliminate repetitive filtering every time you log in.

Common inquiries regarding Table Views in KineCRM.

Yes, views can be set to 'Only Me', 'Specific Roles', or 'Entire Company'.

Start tracking leads, accelerating sales, and managing customers with KineCRM today. No credit card required.