How to customize Lead Form Layout?

How to customize Lead Form Layout?

This article covers the steps for creating custom layout for lead form.

Prerequisites

  1. Permissions: Configuration Management > Layout > Basic Access: Toggle on "Create" & Administrative Access: "Update All" and read access on required  Entity 
  2. Product Plans: Elevate
  3. Activities to be Completed: None

Steps

Step 1: Navigate to CRM Settings > Dashboard > Customization > Layouts 



Step 2: To create new Layout firstly need to choose it its applicable for add new lead or edit lead

Functionality of creating custom layout remains the same for both add or edit lead
  


Step 2 (a): Click on New layout



Step 2 (b): Choose required option to set up custom layout as per use case



Step 3: Click on Add section, input the layout & section name.  



Click on pencil icon to update / rename the layout or section name




Now drag & drop required fields as per your sequencing / requirement 



Step 4: Once sequenced as per requirement, click on Preview to view the custom layout





Step 4 (a): Incase if the field is not required click on 3 dots to to Remove field if not required or can also choose from the options i.e.
  1. Mark as Required - Will ensure to make it a mandatory field, without filling the details it will not allow to proceed further (denoted by Asterisk symbol *)
  2. Mark as Important  - Can be used to capture any important information to refer at a later stage
  3. Incase you choose a wrong field, click on Remove button 


Step 5: Click on "Save & Next" 



Step 6: You can choose to mark new custom layout as default, by doing so it will auto populate the layout that all the user will see when no specific profile has been assigned & Click on "Save"



Video Tutorial 


Marking the layout as default will make the layout that all the users will see when no specific profile has been assigned.

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