Overview
Lead Layouts are forms that Agents fill out in the Agent Interface. Admins can use a combination of default and custom fields to ensure Campaigns are collecting critical Lead information.
Contents:
Adding a Custom Field
1.) Click the CRM main menu.
2.) Click the Lead Layouts & Fields menu option.
The Manage Layouts page will open.
3.) Click the Fields tab.
The Manage Lead Fields page will open.
4.) Click the Add Lead Field button.
The Add Field page will open.
5.) Scroll down to the Database Field Space section. Here, you can see the number of remaining fields for each Data Type.
6.) Click the radio button for one of these field types:
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Checkbox:
Allows users to select a True (checked) or False (unchecked) value. -
Date:
Allows users to enter or pick a date from a popup calendar. -
Datetime:
Allows users to enter a date and time or pick a date from a popup calendar. When users click a date in the popup, that date and the current time are entered into the Date/Time field. -
Email:
Allows users to enter an email address which is validated to ensure proper format. If this field is specified for a contact or Lead, users can choose the address when clicking Send an Email.- Note: Custom email addresses cannot be used for mass emails.
-
Currency:
Allows users to enter any currency. Leading zeros are removed. -
Number:
Allows users to enter any number. Leading zeros are removed. -
Phone:
Allows users to enter any phone number. Will automatically format the entry as a phone number. -
Select:
Allows users to select a value from a list you define. -
Multi-Select:
Allows users to select multiple values from a list you define. -
Text:
Allows users to enter any combination of letters and numbers. -
Textarea:
Allows users to enter up to 255 characters on separate lines. -
Textarea (Long):
Allows users to enter up to 131,072 characters on separate lines. -
API Lookup:
Allows users to select a value from an external source. -
API Processing:
Allows users to post the lead to an external source and store the response. -
Non-Persistent:
Allows users to insert input that will not be stored, such as social security, credit card, or confidential information. (To be used in concurrence with the API Processing field). -
State:
Allows the users to select a custom state from this field.
Once you have clicked the radio button for one of the Field Types, the page for step 2 will open.
In this example, we have chosen the Date Type, the details for other types may differ.
7.) Configure the details for your Field.
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(A) Field Number:
Choose a field number from the drop-down. Ten field numbers can be used as searchable options in reporting and marked as Searchable. We recommend using these fields carefully. -
(B) Field Label:
Enter a label for displays, page layouts, reports, and list views. -
(C) Field Name:
Enter an internal reference for integration purposes such as custom links, custom s-controls, and the API. Changing the Field Name may affect existing integrations. -
(D) Description:
(Optional) Enter additional information about the field. -
(E) Help Text:
This text displays on detail and edit pages when Users hover their mouse over the Info icon beside this field. -
(F) Status:
Select Show, Hide, or Disable from the drop-down. -
(G) Required:
Toggle to Yes to require a value in this field in order to save a record. -
(H) Default Value:
Enter or select a date from the pop-up calendar; this will appear as the default.
8.) Click the Add Field button.
9.) Select a format in the Date Format drop-down.
10.) Configure Required for Statuses:
- Highlight Statuses with your mouse and move them to the Disposition statuses this field is required for group.
-
- Move Individual Dispositions by clicking the < or > buttons.
- To move all Dispositions, click the << or >> button.
11.) Click the Save Changes button.
To learn more about arranging Fields on your Lead Form, see Add/Edit a Lead Layout.