Guides > Views & Customisation > Table View
What you'll learn
This guide explains how to use Table View to see your customers in a spreadsheet-style layout with rows and columns.
What is Table View?
Table View displays your customers as rows in a spreadsheet-style table. Depending on the section you’re in, each column shows a different piece of information.
Examples of what you’ll see:
Customers & Activities
- Customer
- Last Seen On
- Channels
- Lead Status
- Interested In
- Appointment Date
- Follow Up Date
- Consultant
- Department
Appointments & Follow-ups
- Customer
- Appointment Date
- Follow Up Date
- Lead Status
- Interested In
- Consultant
- Department
Table View is best for:
- Desktop users with large screens
- Reviewing multiple data points at once
- Sorting and filtering long customer lists
- Exporting data
Important: Table View is difficult to use on mobile due to screen size. Use List View or Kanban View on mobile whenever possible.
Accessing Table View
📱 Mobile Browser (iOS & Android)
Important: This is only available via Mobile Browser, not the app. Avoid Table View on mobile unless absolutely necessary.
Table View is not recommended on mobile. Columns will be narrow and require horizontal scrolling.
If you must use it:
Step 1: Go to your Dashboard
Step 2: Open the view switcher at the top
Step 3: Tap Table View (if available)
Step 4: Rotate your phone to landscape for better visibility
Pro Tip: See 
Best Practices for Mobile Views if you prefer layouts that work well on small screens.
💻 Web/Desktop App
Step 1: Log into OneLead on your computer
Step 2: Go to your Dashboard or Customers page
Step 3: Look for view options in the toolbar
Step 4: Select Table View
Your customer list will appear in a desktop-friendly table.
Understanding Table Columns
Customers & Activities
Column Name | What it Shows | Editable? |
Customer | Customer name | Yes |
Last Seen On | Last activity timestamp | No |
Channels | Channels used | No |
Lead Status | Current lead status | Yes |
Interested In | Vehicle or product interest | Yes |
Appointment Date | Next scheduled appointment | Yes |
Follow Up Date | Next follow-up due | Yes |
Consultant | Assigned salesperson | Yes |
Department | Sales/Service/Delivery Centre | Yes |
Appointments & Follow-ups
Column Name | What it Shows | Editable? |
Customer | Customer name | Yes |
Appointment Date | Booked appointment date | Yes |
Follow Up Date | Next follow-up | Yes |
Lead Status | Current lead status | Yes |
Interested In | Vehicle or product interest | Yes |
Consultant | Assigned salesperson | Yes |
Department | Sales/Service/Delivery Centre | Yes |
Working with Table View
💻 Sorting Columns
Step 1: Click a column header
Step 2: Click again to reverse the order
- First click → Ascending
- Second click → Descending
Using Quick Actions
Step 1: Click the customer’s row
A side panel will open.
Step 2: Update any field you need, such as:
- Lead Status
- Customer details
- Notes
- Activity updates
Searching in Table View
Step 1: Use the search bar above the table
Step 2: Type your search term
You can search by:
- Customer name
- Phone number
- Notes
- Vehicle interest
Results appear in real time.
Table View Best Practices
Do's
- ✔️ Use Table View on desktop
- ✔️ Resize and sort columns to match your workflow
- ✔️ Use filters before exporting lists
- ✔️ Keep columns tidy for easier scanning
Don'ts
- ✖️ Don’t rely on Table View on mobile
- ✖️ Don’t make columns too narrow
- ✖️ Don’t make columns too narrow
- ✖️ Don’t forget to clear filters when needed
- ✖️ Don’t export unfiltered data unless required