Leads Page Layout

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  • moodwizard
    Junior Member
    • Oct 2019
    • 2

    Leads Page Layout

    When I click on the Leads (page), I then see categories for my leads; email, status, assigned user, created at, etc.

    How do I change the view to show name, parcel id, status, etc.?
  • Maximus
    Senior Member
    • Nov 2018
    • 2731

    #2
    Hello,
    you can change the layout in Administration -> Layout manager -> Lead -> detail view.
    https://www.espocrm.com/documentatio...ayout-manager/.
    https://www.espocrm.com/video/layout-manager/.

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    • moodwizard
      Junior Member
      • Oct 2019
      • 2

      #3
      Originally posted by Maximus
      Hello,
      you can change the layout in Administration -> Layout manager -> Lead -> detail view.
      https://www.espocrm.com/documentatio...ayout-manager/.
      https://www.espocrm.com/video/layout-manager/.
      I'm having a hard time trying to figure it out. I did exactly what you told me and still cant figure out how to change it.
      Where it saids "email", "status", "assigned user", etc. I want to change that to show the lead name or what ever category I choose.
      Last edited by moodwizard; 10-30-2019, 03:48 AM.

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      • Maximus
        Senior Member
        • Nov 2018
        • 2731

        #4
        On the screenshot provided by you is shown a list view (not detailed). To change the list view please go Administration -> Layout manager -> Lead -> list view. Don't forget to press the F5 button to reload a web page.

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