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How to Edit Your Lead Type Fields
Learn how to edit and change your lead types
Gabriel Buck avatar
Written by Gabriel Buck. Updated over a week ago

To begin removing fields from your client details, navigate to your lead type by going to:

Settings > LeadTypes

Then, open the LeadType

Select the field you want to change, and click Edit to open the lead field editor.

Opening the lead field editor

Select the Field Display Options Tab, then select your field and click Edit.

Editing field display properties

Next, scroll down and uncheck all items after Client Criteria:

Unchecking all items below client criteria

Click OK on all screens, and save your lead type. This will now ensure all fields are removed from your clients lead details in the client portal view.

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