We’ve packaged the Retirement Planning lead record type to represent a commonly used B2C lead. Refer to this example as you create your own record types for managing your firm’s B2C business.
|Available in Lightning Experience for an extra cost in: Professional, Enterprise, and Unlimited Editions|
From Setup, enter Leads in the Quick Find box, then select Record Types.
Review the properties of the Retirement Planning record type, then use it as a model for creating your own B2C lead record types.