Layout customization provides you the flexibility to customize your CRM based on your preferences and business needs. Watch this video to get a hang of this customization !
Let’s dive deep into the key aspects of customizing the layout in Freshsales.
Based on your needs, you can add new field types. The number of custom fields that can be added depends on your plan.
Map your lead fields to ensure that all lead information gets carried forward on conversion.
You can either mandate a field or make it read-only based on its business context. To ensure it is filled up during lead creation, you can choose to list a field in the quick add form. You can also make the field unique to prevent duplicate records from being created.
You can create groups and sub-groups to bucket all relevant fields together for quick access.
This is applicable only for Estate users.
You can rename all fields (including default fields), provide a logical order for listing fields and delete irrelevant fields.
You can rename all groups (including Basic and Additional Information), reorder based on priority and delete the custom groups that you no longer need.
Note: You have to be an Account Admin to customize layouts.