In earlier days when technology was in its budding stages, there were solutions that were rigid and modifying them required a lot of time and effort. Many times even after putting lot of efforts, some features were not customizable at all. However as businesses evolved over time, the need for making flexible solutions became imperative.

Each business is unique and it has its own requirements. It can be anything like adding new fields, removing fields, re-positioning fields, adding new sections, deleting sections, setting some custom fields as mandatory and so on.

To cater to these requirements, we have now developed better capabilities to customize the screen layout and fields.

The standard Leads screen layout in melssCRM looks like this.

Now let us see how to customize the Leads page layout according to your business’ requirement.

You can drag & drop the necessary fields to the Leads screen layout, in the desired section and remove some unnecessary fields. Also you can create/delete sections and organize the fields in different sections according to your requirement. However you cannot remove melssCRM defined mandatory fields.

After you finish customizing your Leads page layout, you can click on save layout and then publish it.

The all new Leads screen layout, customized exquisitely for your organization may look like this.

We believe that the page layout customization will increase the usability of the CRM and also help you do your work better.

What do you think about this whole new feature of customizing your own layout? Have you tried it yet?

Note:

This feature is currently available only for Leads.

Related Article:

Can I customize the Leads page layout?