Lead page layouts in SubcontractorHub can be tailored to collect the most important information for your team. You can add custom sections, rearrange fields, and update basic details to create a layout that fits your workflow. Follow the steps below to view and edit your lead page layout.
Step 1: Locate the “Manage Database” tab on the left-hand side and click "Database".
Step 2: Click the “Page Layout” tab on the left-hand side.
Step 3: Click “Layouts”.
Step 4: Click “Lead”.
Step 5: Click on the eye icon to view the layout details.
Step 6: Click “Edit”.
Step 7: Adjust the basic information and click “Next”.
Step 8: Drag and drop standard and custom fields to populate custom sections. Click “+ Add” to add a new custom section to the page.
