Custom Fields

Created OnNovember 24, 2022

Last Updated OnNovember 24, 2022

bybrian

Custom fields allow you to extend the data that you can collect about your leads. This data will be in addition to the standard form fields that are available when you add/create a new lead.

To get started, go to:

App > Setttings > Leads > Custom Fields

You will be able to create different types of form fields

Simple Text
Paragraph (Long Text)
Number
Drop Down List
Check Box
Decimal
Date

You will also be able to tweak some settings about your form field, such as

Use in the standard form – This means the field will be displayed in the “Add New Lead” form
Show on project profile – This means the data will be displayed on the lead details page
Show in filter panel – This will make the field available when you are searching and filtering your leads

Custom-Fields-Leads

Form Options

You can further tweak how the form fields will be displayed in the “Add New Lead” form. To do this, click on the Standard Form menu item (as shown below)

You will be able to do the following:

Reorder the form fields (drag & drop)
Specify if the form field is mandatory (required)

Custom-Standard-Form

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