Editing a Lead Custom Field
To edit a Lead Custom Field, follow the steps below:
- From the Left Nav, click Setup > Field Management.
- The Lead standard and custom fields are displayed. The
icon denotes the custom fields.
- Select the lead custom field and click Edit.
- On the Edit Custom Field pop-up window, modify the details. Click Save.
- A success message is displayed indicating that the Stream field has been updated.
Deleting a Lead Custom Field
To delete a Lead Custom Field, follow the steps below:
- From the Left Nav, click Setup > Field Management.
- The Lead standard and custom fields are displayed. Theicon denotes the custom fields.
- Select the custom field and click Delete.
- A confirmation prompt appears. Click OK. to proceed with removing the visitor.
- A confirmation message is displayed, and the lead custom field is deleted.
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