First Time

Article Overview

The following article describes how to add an EasySend sessions list for the first time.

Add the EasySend Sessions List (First Time)

(See Figure 1 to Figure 8)

To add the EasySend Sessions list to all relevant record pages for the first time, perform the following steps:

Figure 1: Lead Lightning Record Pages

1. Click Lead Lightning Record Pages (1).

Result:

The Lighting Record Pages appears:

Figure 2: Empty Lightning Record Pages

2. Click the icon (2).
3. Search for leads (3).
4. Click Leads (4).

Result:

The Leads page appears:

Figure 3: Leads Page

5. Click the dropdown (5).
6. Click a list view, for example, All Open Leads (6).

Result:

All open leads appear:

Figure 4: Leads

7. Click the desired lead, for example (7).

Result:

The lead page appears:

Figure 5: Lead Page

8. Click the icon (8).
9. Click Edit Page (9).

Result:

The Lightning App Builder appears:

Figure 6: Lightning App Builder

10. Search for sessions (10).
11. Drag eSSessionsRelatedList (11).
12. Drop eSSessionsRelatedList anywhere on the page (12).
13. Click Save (13).

NOTE

If the following message appears:

Click Activate and follow the instructions on the screen.

14. Navigate back to Quick Setup and the Update Page Layouts section.

Result:

The Update Page Layouts section appears:

Figure 7: Lead Lightening Record Pages Checkbox

15. Check the Lead Lightning Record Pages checkbox (14).
16. Repeat Steps 1 to 15 for the Contact Lightning Record Page, Account Lightning Record Page, and Opportunity Lightning Record Page with the proper adjustments.

Result:

All the record pages are updated:

Figure 8: Updated Page Layouts