Overview
SalesExec allows administrators to customize how lead information is displayed across the platform by configuring screen layouts. Screen layouts control which field groups appear, in what order, and on which screens users interact with leads. This ensures sales teams see relevant information at the right time while keeping the interface clean and efficient.
Customizing screen layouts helps align the platform with internal workflows, improves usability, and reduces unnecessary scrolling or data overload.
Key Functionality
Control how lead fields and field groups are displayed across SalesExec.
Customize layouts for different screens and workflows.
Reorder field groups to match business priorities.
Improve sales efficiency by presenting only relevant information.
Maintain consistency across user experiences while supporting different use cases.
How to Use This Feature
To make changes to the column layout of your LMS:
Select More > Settings > Create Lead Fields
On the Record Type you wish to change the column order of, click the Columns button.
You can drag and drop the order of your fields which changes the order they appear on the Lead Manager Screen. The order displays top to bottom and equals left to right on the Lead Manager Screen. Mark any fields as Hidden that you don't want to display to your users.
You can also Pin columns to the left or right of your screen. Pinned fields always stay visible regardless of where you scroll on the Lead Manager Screen.
Pro Tip: Newly added Lead Fields will be added at the bottom of the already existing Lead Fields list. Also, adding every possible lead field or system field could cause your Lead Manager Screen to load slowly. Only add those which are pertinent to your team for reference, filtering, or data exports.
To adjust column widths, place your cursor over a Lead Field – you’ll see an arrow which you can move left or right to shorten or widen the column.
Best Practices
Keep pull and dialing layouts minimal so users can focus on conversations rather than data entry.
Place high-priority field groups at the top of each layout for faster access.
Maintain consistent layouts across similar workflows to reduce user confusion.
Review layouts periodically as sales processes and reporting needs change.
Test layout changes with a small group of users before rolling them out broadly.
Troubleshooting
If a field group does not appear, confirm it is included in the screen layout and enabled for that screen.
If changes are not visible, ensure the correct record type and layout were edited.
If users report missing information, verify that the field group was not removed from the layout unintentionally.
Remember that screen layout changes affect display only and do not modify or delete lead data.
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