video1.0<iframe src="https://www.loom.com/embed/34e1f7efaaf945c68db36e6992cb1c73" frameborder="0" width="1320" height="990" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9901320Loomhttps://www.loom.com9901320https://cdn.loom.com/sessions/thumbnails/34e1f7efaaf945c68db36e6992cb1c73-d74aac1f14135a52.gif126.35This Loom explains how to manage the CRM client view by configuring which default and custom columns are shown. Viewers can use the Configure option to toggle fields such as name, assignee, email, positions, location, execution percentage, roadmap milestone, and jobs applied to. It also covers adding custom columns for information not included in the tool, such as contract file attachments or a secondary coach assignee, with selectable column types like text, number, date, checkbox, select options, assignee, and file attachment. Finally, it describes syncing the CRM view to a live Google spreadsheet by generating a link, granting access, and pulling the synced data into Google Sheets or Excel.