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July 29, 2013
Question

Moving Custom Fields Between Tabs

  • July 29, 2013
  • 1 reply
  • 635 views
I just created a custom field related to opportunities.  The field currently lives under the Lead Info tab, but I want to move it under the Opportunity Info tab.  Is this possible?  I couldn't find anything about it in the Community, except for an Idea about started in early 2011.  I wasn't sure if this functionality was updated since then.
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1 reply

July 29, 2013
The Opportunity Info tab only displays your CRM's Opportunity object fields on those Marketo leads that have an Opportunity.  You can create a custom tab with just the information you want using the instructions in the Creating a Custom Tab for the Lead Detail Page help article.