Articles on: PipeLaunch Salesforce App

Add the new Company Insights or Contact Insights

To replace the "Company Info" or "Contact Info" component with the new "Company Insights" or "Contact Insights", you should ask your System Administrator to edit the Lead, Account, and Contact page layout and add the new component to the page layout.

Edit page of the desired component (Contact, Lead, Account, Opportunity) and go to Edit Page

Remove the Company Info component

Replace it with the new component

Updated on: 12/10/2023

Was this article helpful?

Share your feedback


Thank you!