Configuring and Editing Contact/Lead Details

Configuring Contact/Lead Details Page

Revenue.io Admins can configure the fields displayed on the contact and lead details page for each Profile.

Under Admin Console -> Profiles, Admins can view the list of the organization's Salesforce Profiles. Admins can manage the fields a Profile has access to by clicking the Pencil icon under 'Edit' for the Profile.

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Editing Contact/Lead Details Page

As a user, you can edit the contact/leads details that are designated as 'Editable' inRevenue.ioadmin console.

Clicking the pencil icon next to the contact/lead name would open the editing form. 

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