Customize the Lead Details Page/View (LDVC)

Sri Sudhan

Updated 25 May 2026 | 05:15 PM

1. Feature Overview

Lead Details View Customization allows LeadSquared admins to tailor the Lead Details Page based on their workflows and business requirements. You can configure the tabs, actions, quick action buttons, and lead vCard fields displayed to users, ensuring the team only sees the information and tools relevant to their work.

You can customize the following components on the Lead Details page:

• Lead vCard – Configure the lead fields displayed in the summary section.
• Tabs – Choose which system tabs and custom tabs users can access.
• Action Buttons – Add frequently-used actions as quick-access buttons on the Lead Details Page.
• Lead Actions Dropdown – Configure additional actions users can perform, such as sending emails, logging activities, or calling leads.

2. Prerequisites

• You must be the Administrator of your LeadSquared account.
• This feature is available by default if your LeadSquared account is created after 20th September 2022.
  • If your account was created before this date, contact your account manager or write to support@leadsquared.com to enable it on your account.

3. How It Works

• Admins can create customized Lead Details Views from the web app settings. Each view can include specific:
  • Lead vCard fields
  • System tabs and custom tabs
  • Action buttons
• Once configured, the view can be assigned to selected teams.
• Users belonging to those teams will see the customized Lead Details page when they open a lead record.

4. Customize the Lead Details Page

1. Navigate to Settings>Leads>Lead Details View.
2. Click Create.
   • Alternatively, we’ve provided a Sample View. If you wish to customize this view, you can do so by hovering your cursor over the Actions icon, and clicking Edit. The steps listed below will remain the same.

4.1 Details

Under the Details tab, on the Create Lead Details View pop-up, enter primary details –

• Name – A name for the view you’re creating. This is mandatory.
• Description – A description for the view you’re creating.

Once you’re done, click Next.

4.2 vCard

Configure the Lead vCard that appears on the left panel of the Lead Details Page. This panel will give you a quick glimpse of the lead.

From the Available Fields, drag and drop* lead fields to the relevant vCard section –

• Metric Section – The lead fields that are denoted by a number (e.g., Age, Weight, etc.). You can add up to four fields here.
• Lead Properties – The custom and system lead fields that are available in your account.

Once you’re done, click Next.

4.3 Tabs

Select the tabs you want to display to your users on the Lead Details Page.

To add a tab –

• From the list of Available Tabs, drag and drop the tab under Selected Tabs.
  • Alternatively, alongside the tab you want to add, click the plus icon.
• To reorder the tabs, drag and drop the tab to the desired location.
• To reset the list of selected tabs, click Reset.
• To add a new custom tab, click Add New, and –
  1. Type – Select if it’s an Activity or a Custom tab.
  2. Tab Name – Enter a relevant name for the tab.
  3. Notable Activities – If you selected the type as Activity, choose the activity types you want to display under the tab.
  4. URL – If you selected the type as Custom, paste the URL of the page you want to display within the tab.
  5. Once you’re done, click Save.
• To set a default tab for your users to see when they open the Lead Details page, alongside the tab’s name, click Default.

Once you’re done, click Next.

4.4 Actions

Configure the actions you want your users to take on the lead.

From the Available Actions, drag and drop* the desired action to –

• Action Buttons – The button actions present on the left panel on the Lead Details page. You can add up to five actions here.
• Lead Actions Drop-down – The actions users can perform through the Lead Actions dropdown.

Once you’re done, click Save, and on the Confirm pop-up, click Save.

5. Notes Panel

You can add notes related to the lead from the Notes panel on the right side of the Lead Details Page. On the Notes panel, click the Add button. You can also add attachments here and save it for reference.

6. Assign Lead Details View to teams

Once a view is created, to assign it to the relevant teams –

1. On the Lead Details View settings page, alongside the view you want to assign, hover over the Actions icon and click Apply to Teams. You will be redirected to the Teams page.
2. On the Teams page, alongside the team for which you want to assign the view, hover over the Actions icon and click Apply Lead Details View.
3. On the Apply Lead Details View popup, from the Lead Details View dropdown, select the view you want to assign.
4. If you want to replace your User View Tabs (tabs created by individual sales users) with the Lead Details View tab, alongside Replace Lead Details View, enable the checkbox.
5. Once you’re done, click Save.

7. Other Actions

On the Lead Details View page, alongside a published view, hover over the Actions icon to perform the following actions –

• Edit – Edit the view. The steps to edit are the same as the Customise Lead Details Page.
• Clone – Click Clone to duplicate the view.
• Delete – Click Delete to delete the view.

8. FAQs

Why is the Process button for the Activity form not visible for any users?
If you can’t see the Process button for activity forms, it may be hidden in the Lead Details View layout. To fix this, move the Activity option from the Available Actions section to the Action Buttons section, then save the layout.

Any Questions?

Do you have questions or issues with the content in this article? Let us know in the comments section below. We’ll get back to you asap!