Adding Custom Columns

Custom Columns make it easy for you to customize the view exactly how you want to see it.

🔄 Moveable Columns:

Rearrange columns to prioritize key information like fit score, recent signals, trends, and more!

➕ Adding New Columns:

From the table view or dropdown, select any additional columns you want to include in your view.

You can add custom columns in two ways:

• In the table view by hitting + Add Column
• Using the bookmark column on the top left

For custom columns, you can leverage all the same data available in filters, including company attributes, engagement, integrations, and more. Some common additional filters include:

• “Opportunity Stage Name” from your CRM
• "Employee Title" on Visitor Views
• “Employee Count”
• "Customer HQ”

Saving Your View

After adjusting your view, hit "Save," add a new name for your list, and choose whether to keep it private or share it with your team.

Exporting Data

To export data, hit the three dots in the top right. You can then select exactly which columns you want to export.

Dive Deeper

Get more tips & insights on navigating account & visitor views in Koala:

• All Accounts
• All Visitors
• Individual Account
• Individual Visitor