Once you open the CRM at app.wingform.com/crm, almost everything happens through four tabs and a set of shared table tools. This article explains how to move between tabs, search and filter your records, sort and customize the columns you see, and read the Activity feed.
The four tabs
The CRM home shows a KPI summary, a tab workspace, and a global Activity feed on the right. The tab workspace switches between:
- Leads — your opportunity pipeline.
- Contacts — individual people.
- Companies — organizations.
- Tasks — every action item, across all records.
The Leads tab is selected by default. You can also deep‑link straight to a tab — for example app.wingform.com/crm/?tab=contacts or app.wingform.com/crm/?tab=tasks on the CRM URL opens that tab directly, which is handy for bookmarks and links you share with your team.
Searching and filtering
Each tab has the filter tools that make sense for it.
- Leads — a search box plus a row of pipeline‑stage chips, so you can narrow to a single stage. Search is applied as you type.
- Contacts and Companies — a search box.
- Tasks — three filter chips: Open, Overdue, and Completed. Each chip is a distinct view:
- Open shows tasks that are still to do and not yet past their deadline.
- Overdue shows open tasks that are past their deadline.
- Completed shows tasks that have been marked done.
Sorting
On the Leads, Contacts, and Companies tabs you can sort by clicking a column header. Each click cycles through ascending → descending → reset* The third click returns the table to its default order rather than a random one.
The default order is deliberate:
- Contacts and Companies list Principal‑linked records first, then the newest records within each group. This keeps your active transacting parties at the top.
- Leads list the most recently updated first.
The Deals column is not sortable — it shows a live count drawn from your deals, not a stored field.
Choosing which columns to show
Each list tab has a Columns picker. Built‑in columns are shown by default; you can hide the ones you do not need. Any custom fields you created during import appear below a divider in the picker, and are hidden by default — turn them on to add them as columns. (If you ticked Show in table when creating a custom field on import, it appears as a visible column automatically.)
Your column choices are remembered per tab, so the Leads, Contacts, and Companies tabs keep their own layouts the next time you return.
> Note on the Deals column.
A blank Deals cell does not necessarily mean "no deals" — it means there are no deals to show for that row here. A record that is not yet a Principal has no Deals count at all, and a Principal with zero deals shows the Principal badge but no number.
Loading more records
The Leads, Contacts, and Companies lists load more rows automatically as you scroll, so you do not need to click through pages. The Tasks tab loads the full set for the selected filter chip at once.
The Activity feed
The Activity feed on the right of the CRM home shows what has been happening across your workspace CRM. It also appears on each Lead, Contact, and Company detail page, scoped to that record.
Five filter chips control what you see:
Chip | Shows |
All | Everything |
Notes | Notes you and your team have added |
Tasks | Tasks you and your team have added |
Other | Records your team created (new contacts and leads) |
You can add a note at the top of the feed — type your note and press Ctrl / ⌘ + Enter, or click Add note. The feed is otherwise read‑only; past activity cannot be edited. You can collapse the feed with the close button in its header, and Wingform remembers whether you left it open or collapsed.