How To Create A Custom Leads Page Layout

Follow the steps below to create a custom page layout for the Leads page.

Step 1: From the main menu, open the “Manage Database” dropdown and select “Database”.

Step 2: Select the “Page Layout” option.

Adding Custom Fields

Step 3: Click "Custom Fields" and choose the "Lead" category to begin creating fields.

Step 4: Click “Add”.

Step 5: Fill out the custom field details.

Step 6: Click “Save”.

Step 7: Click the "Edit" icon on the left to enable or disable a field.

Step 8: Click the "Edit" icon on the right to update the field details.

Step 9: Click the "Delete" icon to delete a field.

Adding A Page Layout

Step 10: Click on the “Lead” category under the “Layouts” section of the “Page Layout” tab.

Step 11: Click “Add”.

Step 12: Enter the name of the page and assign it to a role.

Step 13: Click “Next”.

Step 14: Click on the “Add” button on the “Custom Sections” bar to add a section to the layout.

Step 15: Name the section and click “Add”.

Step 16: Click on a standard or custom field and drag it into the custom section to add it.

Step 17: Click “Save”.

Step 18: You can now view the custom page layout.

Step 19: Click on the "Edit" icon to enable or disable the page layout. Click on the "View Detail" icon to view the layout details and edit if necessary.