Customizing how lead data appears in the lead card.
You can reorder the lead info to best suit your needs
1. Click the icon in the upper right-hand corner of the lead card screen.
2. A hidden control bar will pop-out on the right, with up and down arrows next to each section of information.
- You can then move sections up or down based on what you want to see upon opening the lead, and what you can scroll to see.
3. Simply click the top icon (See #1 image) again to close the side pop-out and changes will take effect for all your leads.