Is there a way to organize Lead Information?

[Anonymous]

We currently have several custom fields that are located at the bottom of the lead info page. Is there a way to organize the lead info to where the information we are more interested in can be at the top, rather than the bottom (we have to scroll through a lot..)?

Thanks!

[Anonymous]

This would be very helpful - maybe you should add it as an idea so we can vote!

[Anonymous]

Hey John,

You can create a custom view in the Field Management section of the Admin tab. Click the tab "Custom Layout Designer". There, you will be able to drag and drop the fields you would like to see at a glance. Note: this creates a new page when you view a Lead/Contact Record. Meaning, when you double click the record, this is the first page that will appear so I would recommend adding the basic info (Name, email, phone, etc.) on your custom page as well.

[Josh_Hill13]

Jeff nailed it.