Customize the Page Layout in Salesmate Follow

Page layout builder helps you to create custom layouts using a visual drag-drop editor. It also enables you to build different layouts based on user roles, teams, or personal preferences.

Topics Covered:

• Layout Access
• How to Customize the Page Layout

Layout Access

How to Customize the Page Layout

To Customize the Page Layout,

• Navigate to the Profile Icon in the top right corner.
• Click on Set Up
• Head over to the Modules category
• Select any Module from Contact, Company, or Deal

• Click on the Customize the Page Layout option
• Here, you can
  • Create a New Layout
  • Customize the Default Page Layouts 

Create a New Layout

To create a New Page Layout,

• Click on the Create New Layout option on the right

• A pop will open asking for the following details
• Layout Name: Enter the layout Name
• Choose Layout Frame: Select the appropriate Layout Frame from
  • 3 Column Layout - Default Layout
  • 2 Column Layout - Left Sidebar
  • 2 Column Layout - Right Sidebar
  • 2 Column Layout - Equal width
• Once you have provided the information, click the Start Customization button.

• You will be redirected to the Visual Layout Builder Page
• Here, a blank canvas will open with the selected layout frame and one action bar at the top. You can drag-drop the required widget on the screen to create a preferred layout.

• Build different Accordions and Tabs to organize the content in a specific structure.

• You can also Set the Visibility Rule from the + Add Rule option
• Set the Condition Criteria and Save 

• Once you are done making the changes, you can hit on Save.

• A pop will open asking for the following information,
  • Layout Name: It will display the name that you provided earlier, but you can change it before saving.
  • Description: Add a description of the newly created layout.
• Choose if you want to Enable this layout for usage. If you enable the option it will open an option to allow access,
  • Organization Level: Everyone in the organization will have access to this layout.

  • Role: Only users with specific roles can access this layout.

  • Teams: Only users in the specific team can access this layout.
  • User: Only specific users can access this layout.
• Then, Save the information

Customize the Default Layouts 

To customize the Default Layout

• Hover on the Default Layout option, Actions button will appear
• Click on the Actions button and select the Edit option.

• You will be redirected to the Layout Builder Page.
• Here, you can drag and drop the Widgets to align with your specific business processes.
• You can choose to enable/disable the given Actions under the Quick Actions for Module Card

• With the Deal Module layout, you can enable or disable the Deal Card fields as per the requirement

• Once done, Save the changes.

• Once you click on the Save option a pop will open asking for the following information
• Here, you can  
  • Change the Layout Name 
  • Add the Description
  • Enable/Disable the Layout for Usage
  • Change the Layout Access
• Once done, Save the information.