1) Go to Setup | Customize | Leads | Page Layouts 2) Click Edit next to the Page Layout name 3) Click on the wrench icon for the Company field
Full Answer
What should I do with the default leads object in Salesforce?
I would suggest you to go with making Custom object with your desired fields and lookup relationships with Company/Account and Contacts. Following are the things which make restrictions to do this stuff with default Leads object in Salesforce.
How do I change the sales path in Salesforce?
From the Select Page Layout list, select Opportunity Layout. Click Save. You’re off to a good start, but there’s still a little distance to cover. Move on to the next step to customize your sales path.
How to change the name and company fields within the lead?
How to change "Name" and "Company" fields within the Lead object? 1 Go to Setup | Customize | Leads | Page Layouts 2 Click Edit next to the Page Layout name 3 Click on the wrench icon for the Company field 4 Deselect the Required checkbox and click OK 5 Save the Layout
How do I manage sales processes in Salesforce?
Enter Sales Processes in the Quick Find box, then select Sales Processes. Click Save. Click Remove to move the highlighted options to the Available Values menu. Click Save. Record types determine the business processes, picklist values, and page layouts that are available to you when creating records.
How do I change the field order in Salesforce?
Edit Page Layout to Rearrange Fields in Salesforce EssentialsClick on the gear icon in the top right corner.Click Setup.Click the Object Manager tab.Select the object that you would like to make a change to.In the left navigation click Page Layouts.Navigate to the page layout that you would like to update.More items...
How do I change the lead field in Salesforce?
To update a lead, click Edit, and then change the fields you want to update. Optionally, select the Assign using active assignment rule checkbox below the lead detail to automatically reassign it using the active lead assignment rule.
How do I sort leads in Salesforce?
To sort search results, click the field name at the top of the columns or use the sort dropdown menu. To change the sort direction, click the field name or the arrow in the column header. If the search layout includes all non-sortable fields, the sort dropdown menu is disabled.
How do I reorder my path in Salesforce?
All AnswersFrom the management settings for the picklist field's object, go to Fields.Click Edit next to the picklist you want to update.Click Reorder.Use the arrows to arrange the field in the proper sequence.Select a default, if desired.Check the box to alphabetize the entries for users on edit pages.More items...•
What is lead field mapping?
When you convert lead records, standard lead fields map to contact, account, person account, and opportunity fields. If you use custom fields, your admin specifies the fields that they map to in your newly created records. Lead Field.
How do I map lead fields in Salesforce lightning?
Map Your Custom Lead FieldsFrom the object management settings for Leads, go to the Fields & Relationships, and then select Map Lead Fields.For each custom lead field, choose the field into which you want the information inserted when you convert a lead.Save your work.
What is sort order in lead assignment rules?
Sort Order – defines the order in which entries will be processed (entering “1” means that this entry will be processed first). Select the criteria for this rule entry. Choose the User to whom this rule entry will be assigned.
How do I filter leads in Salesforce?
1:514:20Filter Report Data (Lightning Experience) | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo let's apply a date field filter click Add filter and select created date you can filter by aMoreSo let's apply a date field filter click Add filter and select created date you can filter by a specific calendar date by clicking the calendar icon and selecting a date by June 5th 2018.
Can we change the lead process?
You can change Lead Process and Create Multiple Processes as per your business requirements. Create and maintain multiple lead processes for your organization to use. Lead processes use the lead status field to identify a lead within the lead lifecycle.
How do I update lead path in Salesforce?
Update Lead Status Pathway with Helpful InstructionsClick the gear in the upper right corner.Click Setup.In the Quick Find text box on the left side type in 'Path Settings' and click on it.Click Edit next to Leads.Click next.Then click on each of your lead status values to add in any kind of helpful text for your team.More items...
How do I edit the path in Salesforce?
Create or Edit key fields using Sales Path in LightningClick on Setup | Customize | Path | Path Settings.Click New Path or Edit next to existing Path Name to customize.Click Next.Click Add/Update Fields.Drag and drop the Key Fields you want to include or exclude (up to 5) in the Selected picklist field and Save.More items...
What is path settings in Salesforce?
Salesforce Path is a visualization tool, used on objects, to help guide users along a Path to a final destination. Path is only available in Salesforce Lightning. It provides 5 key fields and a Guidance for Success for each section under the Path stages to provide the guidance users will use to succeed.
How to create a sales process?
Create a Sales Process 1 Click the setup cog and select Setup. 2 Enter Sales Processes in the Quick Find box, then select Sales Processes. 3 Click New and enter these values:#N#Field#N#Value#N#Existing Sales Process#N#Master#N#Sales Process Name#N#B2B Sales Process#N#Description#N#Process for logging sales data for B2B opportunities 4 Click Save. 5 From the Selected Values menu, highlight the following options:#N#Value Proposition (Open, 50%, Pipeline)#N#Id. Decision Makers (Open, 60%, Pipeline)#N#Perception Analysis (Open, 70%, Pipeline) 6 Click Remove to move the highlighted options to the Available Values menu. 7 Click Save.
Why use sales paths?
Using sales paths helps your sales reps adopt and adhere to your company’s sales processes without getting sidetracked. Paths guide your sales users and help them stay focused on important sales tasks so they can close their deals quickly.