Ask Search:
Paul FarleyPaul Farley 

Where do I find the Leads Tab in the navigation bar in Lightning?

I just switched my Salesforce account to the Lightning version. Since doing so, I cannot locate the Leads tab that would normally be in the navigation bar. 

Where can I go to add this to the navigation menu?

Here is what I see now. In the collapsible menu on the right, Invoices is the only option that shows.

User-added image

 

Best Answer chosen by Paul Farley
Sandip PatelSandip Patel
Hi Paul, 

You can do it in lightning itself. 
From Setup Home, click Apps > App Manager > from a drop-down arrow of the 'App Name' (with Developer Name 'LightningSales') > Edit.
Click 'Select Items' in the top navigation bar. Add 'Lead' to selected Item. Change order if desired. 
Thanks
 

All Answers

Michael AlmarinesMichael Almarines
Hi Paul,

Since you have just switched to Lightning, your "Apps" might not be Lightning Ready. You would need to convert your Apps to Lightning.

1. To do this go to Setup
User-added image

2. Go to App Manager
User-added image

3. Search for the App you have on Classic and edit it to show it on Lightning and add the Lead Tab on that App.

User-added image

If you would like to access the Leads that without doing it, click on the upper left corner of your screen.

User-added image

Scroll down and select Leads.

User-added image
Sandip PatelSandip Patel
Hi Paul, 

You can do it in lightning itself. 
From Setup Home, click Apps > App Manager > from a drop-down arrow of the 'App Name' (with Developer Name 'LightningSales') > Edit.
Click 'Select Items' in the top navigation bar. Add 'Lead' to selected Item. Change order if desired. 
Thanks
 
This was selected as the best answer
Paul FarleyPaul Farley
Michael,

Thank you very much for the great answer! I am confused on step 3 and do not see the image you are seeing anywhere. I tried turning Lightning off and going back into the apps section, but I still could not locate it.
Sandip PatelSandip Patel
Paul, 
You are few clicks away. Do it from lightning. 

Thanks
Paul FarleyPaul Farley

Sandip,

Thank you as well! I tried what you explained and Leads was already in the Selected Items box. I clicked done to see if that triggered anything, but my header's navigation bar is still the same.

Paul FarleyPaul Farley
I figured it out. I just chose to view the Lightning Sales menu instead of the service. Thanks everyone!
Paul FarleyPaul Farley
One thing I am noticing through is that my navigation menu keeps going back to Services. Is there anyway to keep the Lightning Sales menu as the default?
Sandip PatelSandip Patel
From 'Custom App Settings' while editing profile, set the App Launcher to Visible.
Click Tab Settings, verify that the App Launcher tab is set to Default On.

After that you will be able to see 'App  Launcher' in App menu. 

Open App Launcher and set defaults.

Thanks
Paul FarleyPaul Farley
Thanks, I appreciate the help!
Sandip PatelSandip Patel
Thanks Paul. Glad to see it working for you.