Here we will discuss how edit a layout, specifically Adding, Editing and Deleting a Field set. A layout is the lead information sheet that the agent will see. A fieldset is a section within the layout that contains fields. Multiple fieldsets can be added to organize lead information. 

From the Dashboard, go to CRM and then Lead Layouts & Fields.

In the Manage Layouts Section, click on the 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.