CRM On Demand - Administration (MOSC)

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Lead Conversion Page Layout

edited Jul 1, 2015 2:06PM in CRM On Demand - Administration (MOSC) 1 commentAnswered


Do we have control over the Lead Conversion Page Layout ?

I have certain fields in lead conversion page layout such as

  • Potential Net Sales
  • Estimated Close Date
  • Next Step
  • Description

I don't want these fields to be displayed to the users. Where do I make changes to achieve this ?

Last I checked, Under Admin>Data Rules and Assignments> Lead Conversion Layout

The layouts in here control the lead conversion actions but there is no mention of fields that are being used in the layout.

Your thoughts on this ?

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