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To verify your installation, log into the Lead Liaison app and navigate to the Home Screen. An extended Sales menu should be located directly beneath the Dashboard option. You should also see an orange asterisk symbol in the lower right of your screen – this is the CRM Sales Shortcuts. If this is not correct, please inform you representative so we can verify your activation.
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Edit existing security profiles by clicking the Edit button to the far right of the profile. Add a new profile by clicking the green New Profile button in the top left. All OneFocus™ options are listed under CRM.
Settings
To change OneFocus™ settings,
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Learn more about Pipelines here.
Object Layouts
Object Layouts control what information is displayed on an Object's detail page. Objects include Prospects, Organizations, and Deals. To create or edit an Object Layout,
- Navigate to an Object Profile
- Locate the Details Card on the left of the screen
- Click the gear in the top-right corner of the Details Card
- Click New Layout
- Give the layout a name in the Layout Name field
- Click and drag to rearrange fields
Once you have created the layout, you can switch between them using the drop-down menu in the top-left corner of the Details page.
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Administrators have the option of switching back to the Lead Liaison default view, but other users do not. Once they are assigned a layout, they will only see that layout and other layouts assigned to them. You can use layouts like this to hide important system from users who do not need to access them. |
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To edit a layout, you can click on the pencil icon in the top-right corner of the Details page.
Sections
You can create sections to organize your fields. For example, the default layout includes sections for Personal Information, Privacy, and Other. To create a new section
- Open the Details page
- Click New Layout
OR - Click the edit icon
- Click on the (+) icon in the top-right corner of the layout editor
Assigning Layouts
When you create a layout, the layout is set to private by default. This means it will only be available to your user account. You can set the layout to Public to grant access to all users, or click Share to assign the layout to particular users.
Remember, once you share a layout with non-admin users, they will not be able to access the default layout. This includes if they create the layout themselves.
Layout Permissions
You might wish to restrict who has permission to edit or create layouts. To do so, navigate to Settings > Users > Security Profiles. Select the appropriate profile and click Edit. Locate and expand the Object Layouts section.
- Include Other's Private – view all layouts, even if marked as private (usually for admins/managers only)
- Manage Private Layouts – allow users to create and edit their own personal layouts
- Manage Public Layouts – allow users to create, edit, and share layouts
Manage Layouts
You can view all existing layouts by navigating to Settings > App Setup > Manage Fields and clicking on the tab for the appropriate object. Then, click the Layouts icon in the top-right corner of the screen. From here you can see all layouts and delete any that are no longer necessary.
Navigating
Once you have activated OneFocus™, you can access it using the Main Navigation Menu on the left and selecting Sales.
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