How to Create Different Page Layouts for Leads in Kylas CRM

Page layouts allow businesses to customize the fields and structure of the Lead creation and detail views to suit various teams or processes. For example, you can create a dedicated layout for inbound leads and another for channel partner referrals.

Prerequisites

1. You are logged into your Kylas CRM account as an Admin.
2. You have access to CRM Settings and the Layout Customization section.
3. You have identified the need for multiple layouts based on lead type, team, or workflow.

Table of Contents

1. What Are Lead Page Layouts?
2. Why Use Multiple Layouts?
3. Step-by-Step: Creating a New Layout
4. Assigning Layouts to Teams or Roles
5. Use Cases
6. Best Practices

What is Lead Details Layouts?

Lead page layouts are customizable templates that control which fields and sections appear when creating or viewing a lead. Kylas allows you to design multiple layouts to match your team’s workflow

Why Use Multiple Layouts?

Having distinct layouts helps in:

1. Displaying only relevant fields for each department
2. Reducing clutter and simplifying data entry
3. Streamlining onboarding and user training
4. Controlling access to sensitive or advanced fields
   

Step-by-Step: Creating a New Layout

Step 1: Go to CRM Settings

Navigate to CRM Settings > Customization > Layouts

Step 2: Click on the Lead Module

In the module list, find Leads and click on it

Step 3: Click on 'Add Layout' or edit the existing one

Provide a Layout Name

Optionally enter a Description

Step 4: Customize the Layout

Drag and drop fields from the left panel

Organize them into sections

Use 3 dots to make fields mandatory or hidden as required

Step 5: Save the Layout

Click Save & Next. This layout is now available for use in the system

Step 6: Assigning Layouts to Teams or Roles

Select one option either "Select profiles for the layout" or "Make it a default layout."

(for assigning the customized layout select "Select profile for the layout" and select the profiles from the picklist mentioned)      

Note: Layouts with Internal name: "clCreateClients" are a custom layout (created by the user), and Internal name "createLead" are system layouts (built into the system)

Use Case

Role/Team	Layout Type	Purpose
Sales Team	Field Sales Layout	Simplified layout with geolocation fields
Marketing	Campaign Lead Layout	Fields specific to source, event, and spend
Channel Partners	Referral Layout	Includes referring partner details
Support Team	Escalation Layout	Issue type, urgency, and ticket ID included

Best Practice

Best Practice	Reason
Name layouts clearly (e.g., “Web Leads - B2B”)	Makes layout selection easier and intuitive
Review and test layouts with users	Ensures field placement is useful and efficient
Use sections wisely	Improves readability and reduces scroll fatigue
Regularly audit unused layouts	Keeps CRM organized and user experience clean

Outcome

By creating tailored lead page layouts, you ensure that each team only interacts with relevant fields—resulting in faster lead capture, fewer errors, and better CRM adoption across your organization

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