Configure the Campaign or Lead Profile pages
  • 18 Apr 2024
  • 1 Minute to read
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Configure the Campaign or Lead Profile pages

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Article Summary

Abstract

Product: Workbench

Configure The Lead and Campaign Profiles That Display

  • This process can be used to arrange the display of the lead and campaign pages to highlight the most relevant or any custom fields.

  • To arrange custom fields on the lead profile and campaign pages, the custom fields must first be added to Workbench, and then set to display on the lead profile or campaign page.

Relevant eLearning:

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Process:

Configuring Lead Profile pages.

  1. In Workbench, select Tools → Lead Manager.

  2. Select Configure Dynamic Layout.

  3. To add a lead profile layout:

    1. Select Add Lead Layout.

    2. Insert a Lead Layout Name.

    3. Select a Field and select Move Up, Move Down, Move Left, or Move Right to arrange the fields and columns.

    4. Select the User Types to apply this configuration to. To select multiple User Types, hold the CTRL key and select the User Types.

    5. Select Save to save any changes.

  4. To edit a lead layout, select the Administer configuration icon on the Profile type: Lead line.

    1. Update the name, rearrange the fields as needed, select the User Types, and select Save.

  5. To delete a lead layout, select the Delete icon on the Profile type: Lead line.

Configure Campaign pages.

  1. In Workbench, select Tools → Lead Manager.

  2. Select Configure Dynamic Layout.

  3. To add a campaign layout:

    1. Select Add Campaign Layout.

    2. Insert a Campaign Layout Name.

    3. Select a Field and select Move Up, Move Down, Move Left, or Move Right to arrange the fields and columns.

    4. Select the User Types to apply this configuration to. To select multiple User Types, hold the CTRL key and select the User Types.

    5. Select Save to save any changes.

  4. To edit a campaign layout, select the Administer configuration icon on the Profile type: Campaign line.

    1. Update the name, rearrange the fields as needed, select the User Types, and select Save.

  5. To delete a campaign layout, select the Delete icon on the Profile type: Campaign line.