How to Add the Interactions History Subtab to Leads

You can view interactions history associated with your leads through the Edit Lead: Interactions History subtab.

The Interactions History subtab is hidden by default but you can make it available to your users through Application Composer.

Here's how to add the Interactions History subtab to the Edit Lead page.

1. Sign in as a sales administrator or as a setup user.
2. Activate a sandbox.
3. Navigate to Application Composer, in the Configuration category.
4. In the navigation tree, expand Standard Objects, expand Sales Leads, and click Pages.
5. Ensure that the Application Pages tab is selected.
6. In the Details Page Layouts region, duplicate the standard layout by highlighting the standard layout and clicking the Duplicate icon.
7. Type a new layout name and click Save and Edit.

   The Details Layout page appears.

8. In the Subtabs Region, click the Hide, Show, or Reorder Subtabs icon.

   The Configure Subtabs dialog box appears.

9. Move Interactions History from the Available Subtabs to the Selected Subtabs window.
10. Click OK.
11. Click Save and Close.
12. Click Done and ensure that the layout status for your user-defined layout is Active.
13. Test the changes: Navigate to Sales > Leads as a user with access to the lead pages, for example, as a salesperson. Edit a lead and ensure you can see the Interactions History subtab in the Edit Lead page.
14. Publish the sandbox.

    For more information, see the Subtabs topic in the Configuring Applications Using Application Composer guide.