Step 1: Log In to the URL https://admin-lax.convoso.com/login using your Admin credentials.
Step 2: From the Dashboard, click on (A) “CRM” and select (B) “Lead Layouts & Fields” from the drop down
Step 3: In Manage Laout Section, click on (C) ”Action Button” then select (D) "Settings" from the drop down
Step 4: In the Form Control Section, you have to click and hold the Field and drag it to the Fieldset you want to add it to.
- Example, you want to Add (E) “Gender” to Default Fields. You need to click and hold (E) “Gender” Field, and drag it to Default Fields fieldset.
Step 5: Repeat the steps until you completed your Leads Layout or Lead Form
Step 6: Click on “Apply Changes”