How do I Customize List Layout in the Opportunities App for Mobile CRM?

Updated on July 28, 2017 12:12AM by Admin

Using this feature, one can customize the layout of the tabular view of the Opportunities App according to their business requirements.

Imagine a scenario where rather than the general default layout, if you could modify the format as indicated by your business necessity. Surely, that would be more effective!

Note: This customization is supported only in the web-version, which will get reflected immediately in your mobile device.

Steps to Customize List Layout in the Opportunities App

  1. Go to the Opportunities App in the web-version.
  2. Click on “More (...)” icon -> “Settings” -> “Customize App” -> “List Layouts” -> “Mobile”.
    opp settings mobile layout
  3. Click on the “Create” button to create a new layout. Select “Blank Layout”.
    opp blank layout
  4. Enter the name for the layout.
    mobile layout name
  5. Drag and drop the preferred attributes from the “Palette” section found on the right panel.
    Note: You can add up to 6 attributes in “Default” and 10 attributes in the “Additional” section)
  6. Click on “Save”.
    drag drop opp fields
  7. Now, click on “View” option from the left menu.
  8. Under the “Mobile Layout” column, select the above customized layout from the drop down for all the views.
    select list layout
  9. The views will be updated automatically.
  10. Now go to the Opportunities App from your mobile. The configured attributes will be displayed in the mobile list page and quick view details.