Add Customer Type to Leads List Page

As part of the Lead Management feature for repeat business leads, salespeople use the Existing Account and Existing Contact fields in the Leads UI which supports extensible picker features. In addition, the Existing Account field represents the same field as an account, contact or household.

Here's how to add the Customer Type field to the Lead List page using Application Composer

1. Navigate to Application Composer from the Configuration category in the Navigator.

2. Expand the Sales Lead object that you want to add the field.

3. Click Pages and then select the Application Pages tab.

4. On the Details Page Layouts section, edit any custom layout. If none exists, then duplicate the standard layout and edit the resulting custom layout.

5. Edit the Summary region.

6. Select the Customer Type field from the list in the Available Fields region and move it to the Selected Fields region.

7. Click Save and Close.

8. Test the changes: Navigate to Sales > Leads as a user with access to the Leads List page, for example, as a salesperson and ensure you can see the Customer Type field.

9. Publish the sandbox.