The new Lead Layout Solution transforms how teams manage and capture lead data. Instead of a single, cluttered lead form, teams can now create custom lead layouts tailored to their specific processes or product lines.

Key Highlights:

• Streamlined Workflows: Teams view only relevant fields, improving focus and reducing clutter.
  
  
• Improved Handoffs: Lead data transitions seamlessly between Pre-sales, Sales, and Post-sales teams with only necessary details shared.
  
  
• Product-Specific Customization: Product-based teams (e.g., Loans vs. Credit Cards) can now have unique forms, eliminating irrelevant fields.
  
  
• Common Fields Across Layouts: Maintain essential fields across all forms for consistent data capture.
  
  
• Flexible Field Attributes: The same field can have different properties across layouts — for example, “Loan Disbursed Amount” can be mandatory and masked in Post-sales, while optional and visible in Sales.
  
  

Performance and Limits:

• Replaces the previous “Field Customization” feature with a more advanced system.
  
  
• Up to 5 layouts per account (including default).
  
  
• Up to 125 fields per Lead Box (system + custom fields).
  
  

This feature brings enterprise-level flexibility, faster lead handling, and a more organized lead management experience.

Version: v11.3

‍