Customizing Fields Layout in Zendesk Sell
How can I customize the fields layout in Zendesk Sell?
You can customize the fields layout in Zendesk Sell by organizing them with section headers and ordering the fields in a meaningful way. This allows you to control how information is displayed on the details pages for leads, contacts, and deals.
To customize the layout, navigate to the Sell sidebar, click the Settings icon, and then go to Customize > Layouts. Choose the tab for the layout you want to update (Leads, People, Companies, or Deals) and click Edit in the fields column. Here, you can create sections, reorder fields, and set which fields always display. Note that section headers can only be used on details pages, not in add or edit forms. For more details, visit theoriginal link.
More related questions
What are the different types of fields available in Zendesk Sell?
Zendesk Sell offers three types of fields: standard fields, standard calculated fields, and custom fields. These fields are used on all lead, contact, and deal cards, as well as in smart lists. Standard fields include essential information like…
How do I customize the widget layout in Zendesk Sell?
Customizing the widget layout in Zendesk Sell allows you to control the information displayed in the widget panel on the right of a details card. This can include appointments, documents, or apps associated with the record type. To customize your…
Can I remove standard fields in Zendesk Sell?
Unfortunately, removing or hiding standard fields in Zendesk Sell is not possible through the standard configuration options. These fields are essential and cannot be edited or removed. However, you can enhance your records by adding custom fields…
What widgets are available for leads, contacts, and deals in Zendesk Sell?
Zendesk Sell offers a variety of widgets for leads, contacts, and deals, which can include appointments, documents, and apps associated with the record type. For leads, available widgets include Collaborators, Upcoming Appointments, Active Tasks,…
Is the customizing layouts feature available for the Zendesk Sell mobile app?
The customizing layouts feature is not supported for the Zendesk Sell mobile app. This feature is only available on the desktop version of Zendesk Sell. While you can customize fields and widget layouts on the desktop, these changes will not be…
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