Contents
How do I edit a lead page in Salesforce?
- Go to: Salesforce Classic: Go to Setup | Customize | Leads.
- Under “Record Types,” select one record type.
- Look for lead source under “Picklists Available for Editing,” and then Click Edit.
- Add/remove values as preferred on the selected values box.
- Optionally set a default value.
- Click Save.
Where is lead status in HubSpot?
Customize the lead status property On the left, select Properties and click the Contact properties tab. Search for Lead status in the search bar and click Lead status to edit the property .
How to change the lead page layout in Excel?
From Setup, click Object Manager. Click Lead to open the object and then click Page Layouts. Click Lead Layout. Now that we’ve opened the lead page layout, let’s make an update. As we all know, fax machines are so last century. So let’s remove that field. Drag the Fax field off the page layout and back onto the palette.
How to customize your Salesforce home page layout?
Click on Home page Layouts as shown above. When we click on Home Page Layouts the list of home page layouts will appear. Our Salesforce Home page is assigned with default home page. To customize the layout click on Name as shown above. Now Home page Detail will be opened.
What is the page layout editor in Lightning?
The page layout editor, also known as page layouts, helps you manage the content of pages in both our Classic UI and in Lightning Experience. The page layout editor is what we’ll be working with in this unit.
How to assign page layouts to different users?
―The field is read-only. You can assign page layouts to different user profiles. For example, you can create a customized page layout for managers and another page layout for standard users. To change page layout assignments, click Page Layout Assignment and then click Edit Assignment.