Assign the "Lead Liaison Layout" to Profiles

To view the newly created Lead Liaison fields and sections assign the "Lead Liaison Layout" to each profile who needs to see the data.

  1. Open the profiles page by going to Setup?Manage Users?Profiles. In this example, we'll assign the Lead Liaison Layout to the "Standard Profile".
  2. Click on the "Standard User" link.

  1. Under the "Page Layouts" section under "Lead" click the "View Assignment" link.

  1. Click the "Edit Assignment" button.

  1. Select "Lead Liaison Lead Layout".
  2. Repeat the same procedure to the Contacts section and assign the "Lead Liaison Contact Layout" layout to the appropriate profiles.

  1. You'll be directed back to the main profile page after assigning the Lead and Contact page layouts.


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