Contacts / Leads table

Use table view for scanning, sorting, columns, row actions, and bulk work.

5 min readUpdated July 2026

Before you begin

Open Contacts or Leads. Table view is best when you need to scan many records, compare fields, or perform row actions.

Video walkthrough placeholder for using the Contacts or Leads table view.
Video: Contacts / Leads table
Video walkthrough placeholder for using the Contacts or Leads table view.

Use the table

  • Search by name, company, email, phone, or source
  • Sort by visible columns where supported
  • Choose which columns are visible
  • Use row actions for quick work
  • Select rows for bulk actions when available
Contacts or Leads table with visible columns, sorting, search, filters, row actions, and selected rows.
Contacts or Leads table with visible columns, sorting, search, filters, row actions, and selected rows.
Columns menu for showing and hiding fields in the Contacts or Leads table.
Columns menu for showing and hiding fields in the Contacts or Leads table.
Row action menu on a contact or lead with quick actions such as assign, email, call, cadence, and archive.
Row action menu on a contact or lead with quick actions such as assign, email, call, cadence, and archive.

What you should see

The table should show the fields you need for the current job and stay narrow enough to scan without opening every record.

Common issues

  • Too many columns — hide fields you do not need
  • Record missing — clear search, filters, groups, and smart queues
  • Bulk action disabled — your role may not have permission or no rows are selected

Ready to try this in FlowForce?

Start free — set up your workspace and follow along with this guide.

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