How to Set Up Custom Row Formatting
Before we begin, please note:- Row Formatting only works with saved lists.
- You cannot add row formatting to All Companies, All Deals, or All People lists.
1. Access Row Formatting
- Go to your Saved List View.
- In the top right corner, click the three dots.
- Select Row Formatting from the dropdown.
2. Choose a Template or Create a Rule
- Pick a pre-built template or click to create your own custom rule.
- Name your rule and select a color preview.
3. Set Your Conditions
- Choose the column(s) to search.
- Select the operator (e.g., equals, contains).
- Enter the value that triggers the formatting.
Example: Highlight all deals with no activity in the last 10 days.
4. Save and Apply
- Click Save.
- Your list will automatically highlight rows that match your rule.
