This article will show you how to create an email field. Take note that the field must be in proper email format and cannot exceed 255 characters.
From the Dashboard, click on CRM and select Lead Layouts & Fields from the drop down.
Click on Fields Tab
Click on Add Lead Field button
Click the Radio Button for Email. Note that this field 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 that custom email addresses cannot be used for mass emails. Maximum of 255 characters.
Configure the following
- Field Number - Assign a Field Number
- Field Label - Enter a label to be used on displays, page layouts, reports, and list views.
- Field Name - The Field Name is an internal reference and is used for integration purposes such as custom links, custom s-controls, and the API. Be careful when changing the Field Name as it may affect existing integrations.
- Description - Additional info about the field (Optional)
- Help Text - This text displays on detail and edit pages when users hover over the Info icon next to this field.
- Status - Either show, hide or disable the field.
- Required - Always require a value in this field in order to save a record.
- Default Value - If this is set, the value entered will auto populate the field.
Click on Add Field Button
After adding the field, Required for Statuses will appear below.
This feature will allow Admin to have a required status or statuses for this field. Agent will not be able to disposition the lead without using the required status or statuses of the field.
Select the status and click on the less than button to add the status on the Disposition Statuses this field is required for.
Click on Save Changes to apply the settings.