Custom Lead Fields

Owned by Coreen Stalnaker
Last updated: Apr 01, 2024
4 min read

A Lead Field is a custom field added to the lead for data collecting purposes. All custom Lead Fields do not impact functionality and rely heavily on the User filling them out correctly. Before creating a custom Lead Field, determine if a System field already exists.

For additional assistance submit a Support ticket.

  1. Under Settings select Lead Status

  1. Select Add Field from the top menu and scroll all the way down to select Lead Fields

 

  1. The New Lead Status needs several fields filled out to ensure proper setup

  2. Enter the Name in all lowercase letters and underscores for spaces (lowercase_underscore). The Description is the name as it would appear on the Lead Field

  1. During Setup set visibility to Hidden. Once the Field is completely configured it can be set to Visible for the Entire System

  1. Type is the format the field will take once it is created. There are several options available and it’s important to select the appropriate Type for the Field being created.

  1. Alphanum Select Menu Dropdown - This creates a dropdown menu, including both numbers and letters.

    1. Most commonly used for Dropdown Menus

  2. Boolean - Creates a dropdown menu for Yes/No answers only

    1. Most commonly used for Y/N answers

  3. Currency - Allows for number entry in dollars

  4. Date - Will require the info to be entered in Date Format

  5. Date and Time - Will format the field for date and time

  6. Decimal - Will allow for decimal numbers

  7. Enabled - Creates a drop down menu for Yes/No answers only. Differs from Boolean (enter reason here)

  8. File - Allows for the upload of a file to the Lead

  9. Image - Allows for the upload of an image to the Lead

  10. Long Text - Allows for Fill in the Blank answers up to 255 characters

    1. Most commonly used for fill in the blank responses

  11. Multi-Checkbox - This will provide several options that a User can select

  12. Number - Allows for whole numbers entry (no decimals or dollar format)

  13. Select Menu Dropdown - Provides a custom menu created specifically for this Field 

  14. Text  - Provides space for text up to 255 characters

  15. Time - Entry in Time format

  16. URL/Link - provides for a URL or Link up to 255 characters

  17. Section specifies where on the lead this new Field will be located.

  1. Additional sections are available to customize the Field such as Icon, Tool Tip, Label etc.

Dropdown and Checkbox Data

Adding content to Alphanum Select Menu Dropdown and Multiple Checkbox requires a couple extra steps. Once created they will be added to the Lead Field in the Options section

  1. From the Lead Fields page select Sources

  1. To create new Sources select + Add Sources. This will open a new window to begin creating the source you need.

  1. Fill in the following fields to begin setting up the source

    1. ID - This is what will appear in the Dropdown or Check box

    2. Field - this is the way you are organizing the data. 

      1. Example - Lead Field is “Best Day for Callback”. The Field is the days of the week and each ID would be a different day.

    3. Description - More details about the field that is created

    4. Menu Order - When you create new sources the order will be the way they are input. If you do Sunday, Monday,Wednesday, Tuesday, Friday then the list will show in that order. By adding a Menu Order, 0 being the first than 1 and 2 etc, the list will appear in the correct order 

  1. Complete these steps for all items that will appear in the Dropdown or Checklist 

  1. Once completed, locate the Lead Field you recently created. Locate the Options field and search for the source you just created. Once added, Update Field to complete process