How to Customize Recent Leads layout?

Search Layout

Definition of “Recent Leads Layout” : Whenever you click on Leads tab you can see below layout, it’s called “Recent Leads Layout“.

Search Layout

Below are steps to modify Fields.

  • Click Leads
  • Click on ( Right Side Arrow ).
  • Click on “Edit Columns
  • Select Fields which you want to display in Lead layout.

Edit Colums Layout

  • Select Fields which you want to add in layout. e.g. First Name, Last Name, Account, Phone Number, Lead Status etc.

Edit Fields

  • For adding Fields you just have select and click on “Add” button. It will automatically add in “Selected Fields
  • After your fields selection you can save it.
  • Note : you can select your lead fields ( Standard & Custom ) in Search layout.
  • No more than 10 fields can be added to a search layout.

Recent Leads Layout after selected your fields.

Selected Fields

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