How to Adjust Lead Page Layouts

Lead page layouts in SubcontractorHub can be tailored to collect the most important information for your team. You can add custom sections, rearrange fields, and update basic details to create a layout that fits your workflow. Follow the steps below to view and edit your lead page layout.

Step 1: Locate the “Manage Database” tab on the left-hand side and click "Database".

Step 2: Click the “Page Layout” tab on the left-hand side.

Step 3: Click “Layouts”.

Step 4: Click “Lead”.

Step 5: Click on the eye icon to view the layout details.

Step 6: Click “Edit”.

Step 7: Adjust the basic information and click “Next”.

Step 8: Drag and drop standard and custom fields to populate custom sections. Click “+ Add” to add a new custom section to the page.