How to Edit the BILLIONS New Lead Form
Andrew Becker
12 steps
25 seconds
Salesforce
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"
How to Edit the BILLIONS New Lead Form
Andrew Becker
12 steps
25 seconds
Salesforce
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"
