The 30-second version
If you only do one thing, do this. The rest of the guide is for when you want more control.
The panel, labelled
Click Customize in the top-right of the Lead Info panel and it switches into edit mode — the header swaps in Cancel and Save, and every section sprouts handles and controls.
Here’s what each control does once you’re in edit mode.
Won’t show on anyone’s panel until added to a section.
Controls at a glance
Three kinds of section
The single idea that makes this panel click: not every section can do the same things. There are three kinds.
- Locked — the System block, and the required fields inside Contact Details. Always visible, can’t be moved or hidden.
- Yours to shape — the custom field groups you create. Reorder, hide, rename, and add or remove fields freely.
- Built-in, movable — Collaborators, Notes and Workflows. You can reorder and hide them, but not rename them or change their contents.
The full breakdown:
| Section | Reorder | Show / hide | Rename | Edit fields |
|---|---|---|---|---|
System Always at the very top | ||||
Contact Details Required fields locked; optionals reorder/hide | ||||
Your custom field groups Groups you create yourself | ||||
Collaborators Who can see this contact | ||||
Notes Free-form contact notes | ||||
Workflows Workflows this contact is in |
The four moves
Everything you can do in Customize mode is one of four moves. Each saves into the layout the moment you press Save.
1 · Reorder a section
Grab the handle and drag a section up or down — a violet line shows where it’ll land. Don’t like dragging? The arrows nudge it one place at a time. Put what reps check most near the top.
2 · Show or hide a section
Click the to hide a section, or the to bring it back. Hidden sections aren’t deleted — they just stop showing, so you can declutter without losing a thing.
3 · Rename a custom group
On a group you created, click the pencil, type a clearer label, and press Enter. Names like “Deal Details” or “Enrolment Info” let reps scan the panel in a glance.
4 · Add, move & remove fields
Inside a custom group you can fine-tune the fields themselves:
- Reorder — drag a field by its handle within the group.
- Move between groups — drag a field straight from one group into another.
- Add — click Add field and search for any field from another group or from Unassigned.
- Remove — click the on a field to send it to the Unassigned tray.
Contact Details & system fields
Contact Details behaves a little differently. The section itself can’t be moved, hidden or renamed — but you can tidy the fields inside it. Five required fields stay locked: First name, Last name, Phone number, Email and Tags. Everything below them — the social handles and any contact custom fields — can be dragged to reorder and ticked on or off.
The Unassigned tray
Any field that isn’t inside a group lands in the Unassigned tray at the bottom of the panel. It’s a holding area, not a hidden section.
Save your layout
When it looks right, click Save. You’ll see a “Successfully updated lead panel” confirmation, and the new layout rolls out to everyone in your workspace right away. Changed your mind mid-edit? Cancel — or just closing the panel — discards everything since you opened Customize.
Worked example
A tuition centre wants reps to see enrolment details first and skip the clutter. Start to finish:
- 1Open a chat with any enquiring parent and click Customize.
- 2Drag your Enrolment Info group up to just under System, so reps see subject and level first.
- 3Rename a vague group from “Group 2” to Enrolment Info with the pencil.
- 4Click Add field and pull “Preferred slot” out of Unassigned into that group.
- 5Hide Workflows with the eye — your front desk doesn’t need it.
- 6Press Save. Every rep’s panel now leads with what matters for enrolment.
If something looks off
The handful of things that trip people up — and the fix for each.
Stuck or want a layout set up for you?
Our Singapore-based team can configure the Lead Info panel for your workflow during onboarding — just reach out.