Custom Layouts on Lead Details: How Customization Saves You Time
A big part of our upcoming Spring update is the ability to personalize panel data in the CRM. Custom Layouts on the REW CRM's Lead Details Page is a major one that allows for greater customization and organization. For those who like to modify and adjust their workflows, this exciting update is just for you!
Custom Layout panels on the Lead Details Page
Now let’s discover more about what Custom Layouts actually are and how it can save you valuable time.
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The Ins and Outs of Custom Layouts
Custom Layouts simply provides users in the REW CRM with more customization options within the Lead Details section. In short, you can now play around with information panels using the drag-and-drop method, shifting them to other sides of the page, moving them to the top for greater visibility, or hiding them from your display.
Remove/hide, add or rearrange Lead details panels to suit your workflow
This feature can be accessed by clicking into any Lead in the CRM, and then navigating to the Settings on the right-hand side. From there, Admins and Agents have the ability to personalize which panels they see. When the Lead Details page suits your personal preferences, you can save the new layout, which will then be applied across all leads for that specific user.
Layouts can be edited, deselected, or deleted at any time. It’s also important to note that this feature is user-specific—that is, if Agent A creates and applies a new layout, it will not be visible to or editable for Agent B. This feature works on an individual user basis, intended to be tailored to everyone’s individual tastes and goals.
How Custom Layouts Can Save You Valuable Time & Energy
It takes only a few minutes to curate a new Custom Layout on the Lead Details Page, and the impact is huge.
We all have different ways of compartmentalizing information alongside unique business goals. To put it simply, organizing your custom layout helps cut through the stuff that you don’t need to see, and lay plainly out the information that you do.
For example, a business that is oriented towards specific property types might want to put this panel central or right at the top on the left-hand side, allowing you to access this faster, without searching through all of the other panels. They might also hide some of the panels; Perhaps the Team and Relationships panels are deemed less important.
Or, a very large business that has many different branches or groups might place the Teams panel closer to the top of the page, so that it’s easier to see who is working with this particular lead. They might also prefer to have Deals and Inquiries featured, as well, for ease of convenience.
Example of a new layout on Lead Details
In short, Custom Layouts are a great way for users to maximize the potential of the Lead Details as it pertains to their business goals. Shift more important fields to the top of the page, or hide the ones that aren’t relevant—it’s all up to you!
Closing Summary
Better organization equals more time for the stuff that actually matters—getting in touch with leads, following up, and growing your business. Custom Layouts in Lead Details helps you tailor your experience with the most relevant information for you.
Upgrade to the Latest Renaissance Platform
Access to Custom Layouts and many of REW’s newest innovations, is available on the GKE platform. If you’re still on an older system, upgrading to Renaissance ensures you can take full advantage of the latest AI tools, performance improvements, and ongoing feature releases just like this. If you’re unsure where you stand or why upgrading matters, check out our blog on upgrading your platform or contact us to learn more.
GKE platform on the latest Renaissance
Custom Layouts on Lead Details FAQ
What are Custom Layouts in the Lead Details Page?
Custom Layouts let you personalize how information panels appear within the Lead Details Page. Using a simple drag-and-drop interface, you can move, reorder, or hide panels to create a layout that fits your workflow.
Can each user create their own layout?
Yes. Custom Layouts are user-specific. Each agent or admin can create, save, and manage their own layout without affecting other users, ensuring a personalized experience for every team member.
How do Custom Layouts help improve efficiency?
By prioritizing the most relevant information and hiding unnecessary panels, Custom Layouts reduce time spent searching for data. This allows you to focus more on engaging with leads, following up, and growing your business.