Customize constituent page layout for users

I have a new group of users coming on board who will be working mainly with opportunities/proposals. I’d like the ability to rearrange the constituent page layout and save it as a custom view, similar to what’s available for the Home page. That way, I can assign the layout in settings so this group can easily focus on the fields most relevant to their work without being distracted by unnecessary information.

  • Denise Cummings
  • Aug 27 2025
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