How to Edit the BILLIONS New Lead Form | Scribe

    How to Edit the BILLIONS New Lead Form

    • Andrew Becker |
    • 12 steps |
    • 25 seconds
    1
    Navigate to the People Object
    2
    Click "People"
    3
    Click "Settings" icon
    4
    Click "Edit Object"
    5
    Click "Object Manager"
    6
    Click the "Quick Find" field.
    7
    Type "Person Account"
    8
    Click "Person Account"
    9
    Click "Page Layouts"
    10
    Click "New Lead"
    11
    Drag and drop any available field(s) or remove any fields you no longer want
    12
    Click "Quick Save"