Overview
This guide shows you how to control which custom fields appear on the lead tiles in your Funnel view. By changing the order of your custom fields in Pipeline Settings, you decide which information your team sees at a glance — without having to open each lead.
What are Funnel Tiles?
Each lead in your Funnel view is shown as a tile inside its pipeline stage. Along with the lead name, value, and status icons, every tile displays a short summary of the lead's custom fields — things like Business Phone, Website, Lead Source, or Billable.
Tiles only have room for a few fields, so the order of your custom fields matters. Fields near the top of your custom fields list are shown on the tile first. If a lead has no value for a field, that field is skipped on its tile.
Every field on a tile also lives on the lead itself. Opening a lead shows the full list of custom fields under Lead Info.
Step 1: Open Pipeline Settings
Open the left-hand navigation, expand Admin Console, and click Pipeline Settings.
The Pipeline Settings page opens, showing your pipeline information and sales cycle stages.
Step 2: Find the Custom Fields Section
Scroll down past the Sales Cycle to the Custom Fields section. Your fields are listed under Lead Info, one per row, with columns for Name, Description, Visible For, Required, Type, Show on Submission, and Setup.
Step 3: Drag Fields into the Order You Want
Use the Order handle (the up/down arrows) on the left of each row. Click and hold the handle, drag the field to its new position, and release.
To show a field on the tiles, move it toward the top of the list. In this example, Billable is dragged up from further down the list to sit right below Business Phone.
Tip: Fields you want visible at a glance — such as phone number, contract expiration, or billable status — should sit at the top. Fields you rarely need on the tile can stay lower in the list; they remain available on the lead itself.
Step 4: Save Your Changes
Click the Save button in the bottom-right corner of the page. A green Information saved message confirms that your pipeline's information has been updated.
Step 5: Check the Funnel
Return to the Funnel view. Your tiles now show the fields in the new order. In this example, Billable: Yes now appears directly under Business Phone on the tiles, ahead of Website.