Here we will discuss how to add a custom field for your form.
From the admin page, go to CRM then Lead Layouts & Fields.
- In Manage Layout Section, click on "Fields Tab" then click on "Add Lead Field"
- In "Choose the field type" select the field type you would like to add.
- Textarea (Long)
- API Lookup
- API Processing
- In this example, lets choose "Checkbox Field Type" It will automatically go to the next step. The most common type of field is a text field. You have 3 options for text fields, small, medium and large.
Note: There's a Limit for each field that you will use for the form. Scroll down to the bottom of the page in "Choose the field type" to check.
- In "Enter the Details" you will need to enter information for the field you selected earlier. This an example of details that you need to enter for Checkbox Field Type. These will change depending on the field type that your are going to create
- Field Number
- Field Label
- Field Name
- Help Text
- Default Value
After you Enter the information, click on “Add Field” button
Step 6: Go Back to “Fields” Tab and check the Field the you just created.
NOTE: An account can only have a certain number of custom fields. Please see the FAQ below for further information
FAQ: Limitations in creating Custom Fields