Overview
Lead Layouts are forms that Agents fill out in the Agent Interface. Maintaining multiple Layouts can be helpful when you have Campaigns that collect differing information from Leads. However, when a Campaign is complete, you may want to remove the Layout associated with it. This can prevent confusion when configuring Layouts for existing and future Campaigns.
Contents
Deleting a Lead Layout
1.) Click the CRM main menu.
2.) Click the Lead Layouts & Fields menu option.
The Manage Layouts page will open.
3.) Enter the Name of the Layout in the search bar to find the one you want to delete.
4.) Click the Action gearwheel drop-down.
5.) Click the Delete option.
A confirmation window will open.
6.) Click the Delete button to continue.
A success window will open.
7.) Click the Close button.
Note: If the Layout is set as the Default Layout, it cannot be deleted and will produce an error.
- Use the Default Layout toggle to deactivate Layouts before deleting them.
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