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Rodolfo CP Rito
How do I customize my "new leads" page layout?
Hey everyone,
How do I customize my "new leads" page layout?
Thank you
How do I customize my "new leads" page layout?
Thank you
I had to create a new a record type and lead processe. Afterwards I had to customize a new page layout and assign it to the profiles I wanted.
That way the page layout that I have to create a new lead is completely different from the one I have to see the leads that were imported.
Cheers
After creating a new record type, go to Setup > Customize > Leads > Page Layouts and click on New, if you haven't already created a new page layout. Once you have created a new layout, navigate to the same location and click on the "Page Layout Assignment" button. On the subsequent screen, you will be able to assign the new page layout for your new record type to the appropriate profiles (like System Administrator).
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