Expose the Contacts Sublist on Lead Records

  • Navigate to Customization > Forms > Entry Forms
  • Standard Lead Form: Click Customize
  • Name: Enter Name
  • Enable Field Editing On Lists: Enter Checkmark
  • Store Form With Record: Enter Checkmark
  • Form Is Preferred: Enter Checkmark
  • Click Sublists tab
  • Click Relationships subtab
  • Contacts:
  • Show: Enter Checkmark
  • Click Save

Leave a comment

Your email address will not be published. Required fields are marked *