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.

Editing Contact/Lead Details Page

As a user, you can edit the contact/leads details that are designated as ‘Editable’ in Revenue.io admin console.

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