How to Create and Customize a Grid View

Learn how to create and customize a grid view by renaming and grouping statuses effectively.

06 May 2025 By Lyn Dauber

In this guide, we'll learn how to create a new view using a grid format. We'll explore how to organize information by renaming and grouping data based on status categories such as Active, Inactive, and Prospect. This process will help in managing and visualizing data efficiently, allowing for easy access to specific groups and the ability to collapse them as needed.

Let's get started

To create a new view, go to the views section and select the type of view you want to create.

Step #1: Click on "Views" — Click on "Views"

Select the view type you would like to create. We will create a Grid for this example.

To rename the view.

Step #3: Click dropdown arrow — Click dropdown arrow

Click the dropdown and select "Rename View."

Step #4: Click on "Rename view" — Click on "Rename view"

Type new name. This example will be "Status."

To create customized view.

Step #6: Click on "Group" — Click on "Group"

Step #7: Click on "Add Group" — Click on "Add Group"

Step #8: Click on "Company Name" — Click on "Company Name"

Step #9: Select column to group by. — Select column to group by.

You can select anywhere outside of the box to save.

Step #11: Click on "▼" to collapse groups. — Click on "▼" to collapse groups.

Step #12: Click on "▼" to collapse groups. — Click on "▼" to collapse groups.

Only currently selected status will display. The statuses for this example are Empty, Active, Inactive, and Prospect. As there are no selections for Inactive or Prospect they do not show as a group, once a lead is added to that status we will be able to see additional groups.

Step #13: Double-click here to select status. — Double-click here to select status.