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A
Anonymous
September 6, 2013
Question

Is there a way to organize Lead Information?

  • September 6, 2013
  • 3 replies
  • 1804 views
We currently have several custom fields that are located at the bottom of the lead info page. Is there a way to organize the lead info to where the information we are more interested in can be at the top, rather than the bottom (we have to scroll through a lot..)?

Thanks!
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3 replies

A
Anonymous
September 6, 2013
This would be very helpful - maybe you should add it as an idea so we can vote!
A
Anonymous
September 6, 2013
Hey John,

You can create a custom view in the Field Management section of the Admin tab. Click the tab "Custom Layout Designer". There, you will be able to drag and drop the fields you would like to see at a glance. Note: this creates a new page when you view a Lead/Contact Record. Meaning, when you double click the record, this is the first page that will appear so I would recommend adding the basic info (Name, email, phone, etc.) on your custom page as well.


    Josh_Hill13
    Josh_Hill13
    Level 10
    September 6, 2013
    Jeff nailed it.
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