Configure Page Layouts for Module Sections in Hyegro

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This demo showcases how to configure the page layout of modules by arranging which sections appear in specific locations

Go to [your-company-instance.hyegro.com]

1. Introduction

You'll see how to manage layouts for different modules to optimize your workspace efficiently.

2. Open Page Layouts

Access the Page Layouts section to view and manage the layouts of different pages within the application.

3. Select Account Module

Choose the Account module to customize its page layout and determine which sections are displayed.

4. Select Contact Module

Navigate to the Contact module to adjust its page layout settings and section placements.

5. Select Lead Module

Open the Lead module to configure the layout and control the visibility of its sections.

Click the menu icon to access additional navigation options related to module layouts.

7. Reopen Lead Module

Return to the Lead module to continue customizing its page layout and section arrangement.

Use the menu icon once more to explore further layout configuration options.

Click the menu icon to reveal more settings for managing module page layouts.

10. Select Layout Area

Click the designated area to specify which section should appear in this part of the page layout.

11. Choose Leads Table View

Select the table view for Leads to define how lead data is presented within the layout.

12. Open Lead Details

Click on a lead record to view detailed information and verify the layout configuration.

This demo demonstrated how to configure page layouts for various modules, allowing you to control which sections appear and where. By customizing these layouts, you can streamline your workflow and improve data visibility within Hyegro.

Configure Page Layouts of Modules

Configure Page Layouts for Module Sections in Hyegro

Go to [your-company-instance.hyegro.com]

1. Introduction

2. Open Page Layouts

3. Select Account Module

4. Select Contact Module

5. Select Lead Module

6. Open Navigation Menu

7. Reopen Lead Module

8. Access Navigation Menu Again

9. Open Navigation Menu

10. Select Layout Area

11. Choose Leads Table View

12. Open Lead Details

Configure Page Layouts of Modules

Configure Page Layouts for Module Sections in Hyegro#

#

Go to [your-company-instance.hyegro.com]#

1. Introduction#

2. Open Page Layouts#

3. Select Account Module#

4. Select Contact Module#

5. Select Lead Module#

6. Open Navigation Menu#

7. Reopen Lead Module#

8. Access Navigation Menu Again#

9. Open Navigation Menu#

10. Select Layout Area#

11. Choose Leads Table View#

12. Open Lead Details#

Configure Page Layouts for Module Sections in Hyegro

Go to [your-company-instance.hyegro.com]

1. Introduction

2. Open Page Layouts

3. Select Account Module

4. Select Contact Module

5. Select Lead Module

6. Open Navigation Menu

7. Reopen Lead Module

8. Access Navigation Menu Again

9. Open Navigation Menu

10. Select Layout Area

11. Choose Leads Table View

12. Open Lead Details