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Customization

Adjust Breezz to fit your needs.

You can edit the contacts list view by clicking settings and then selecting Edit Columns...
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When you are on the record page for an account or contact (link,) you will see a section called 'general details.'...
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Go to either Deals, Contacts, or Accounts, at the top left. Then, choose between the pipeline or list...
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You can edit the contacts list view by clicking settings and then selecting Edit Columns...
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You can customize which fields of information you see and in which order it is displayed...
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You can choose how to sort the deals within the pipeline, by clicking the Sort By button on the top left...
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To edit the contacts pipeline, click on the settings icon at the top right and then press Edit Pipeline...
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To perform a bulk edit to deals, contacts, or accounts, first select the list view...
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To edit the accounts pipeline, click on the settings icon at the top right and then press Edit Pipeline...
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From your deals pipeline, select 'edit pipeline'. To edit the name of an existing sales stage, hover over it and select...
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When you are on the Deals, Contacts, or Accounts page, you will see 4 icons on the top right...
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ou can edit the deals list view by clicking settings and then selecting Edit Columns...
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