Your Salestitan Guides

SalesTitan Help Center / The Basics of Columns

The Basics of Columns

Learn the buildings blocks of the SalesTitan CRM to create and manage pipelines, track opportunities, build relationships with your leads and customers, and more.

Learn about the automation builder to automate business processes, messages, sales funnels, and more.

 

Get Started with Columns

The Basics of Columns

What are the column choices?

Which automation recipes support mirrored columns as a trigger?

Column Permissions 

Custom Fields

How to change a column type

Item Default Value

Column Templates

Conditional Coloring 

Column Filtering

How to sort columns

Hiding columns from your board 

Quick Filters 

Column Types

The Checkbox Column 

The Rating Column 

The Vote Column 

The Phone Column 

The Hour Column 

The Item ID Column

The Button Column 


See all Column Types