How to Edit a Layout – Adding, Editing and Deleting a Field set
From the admin page, go to CRM and then Lead Layouts & Fields.
- In Manage Layout Section, click on ”Action Button” then select "Settings" from the drop down
- To ADD a Fieldset in Edit Layout Section, click on and select the number of Columns you want for the new Fieldset. Type in the Name of the fieldset and click on ”Add” button
- Scroll Down until you see the Fieldset you added.
- If you want to change the number of columns, click on and select the number of columns you need.
- If you need to delete the fieldset, click on the Red X
- Click "Apply Changes" to save the settings.