Lead header in layout

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  • tothewine
    Active Community Member
    • Jan 2018
    • 376

    Lead header in layout

    How do I display the added field in the lead header in the layout because I created a new field to identify the company since I don't always have the person's name but it always displays the phone number or email in the header?
  • victor
    Active Community Member
    • Aug 2022
    • 743

    #2
    You can use a Workflow, which will fill the First Name field with a value from your field, if it was not specified during creation:

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    • tothewine
      Active Community Member
      • Jan 2018
      • 376

      #3
      is it possible to use a created field instead of first name in the workflow?

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      • dreginald
        Member
        • Sep 2018
        • 96

        #4
        Is it the header you are referring to is the "Name" field of the Lead entity. if yes, you can write a formula to concatenate name with any of the other fields you want to display on the header

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        • tothewine
          tothewine commented
          Editing a comment
          can you give me an example of this formula because it doesn't work for me
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