Article Overview
This article covers how to create, edit, and publish Custom Lead Fields.
Custom Lead Fields allow you to customize the Lead Detail page on your account to capture the data that you need. Custom Lead Fields can be exported and you can also import information into these fields if you are uploading Leads into the system.
Note: The Custom Lead Field feature is only available on the Pro Plan and you must have the "Manage Settings" permission enabled for your account in order to add or remove custom fields on your account.
To learn more about our Pro Plan pricing click here.
Step 1.
To access Custom Leads Fields in the web app select "Settings" and then select "Custom Lead Fields."
Step 2.
Start building custom fields by selecting a field type.
Each field type has the ability to be created within the limits listed below:
- Email: Allows text in email format up to 30 characters long
- Phone: Allows a 10 digit phone number with standard formatting characters allotting a total of 15 characters
- Text: Allows any text up to 30 characters long
- Number: Allows numbers and decimal input up to 30 characters long
- Currency: Allows for a seven-figure price, decimal, and grouping characters for a total of 10 characters in its entirety
- Dropdown: Allows for 15 options up to 45 characters each; includes the ability to select multiple options
- Toggle: Allows for toggling between two 45 character options
- Date: Select a date from the pop-up calendar (displays the date as "Jan 1, 2017")
- Time: Select time from a pop-up clock (displays the time as "12:00 PM")
- Date/Time: Select Date/time from pop up calendar and clock (displays as "Jan 1, 17 12:00 PM")
- API: An automated field that will populate needed information for various SalesRabbit integrations.
Selected field types will appear on the right of the screen where you can edit the name of the field and build out the field.
Note: Adding and making changes to custom lead fields will automatically save. However, the changes do not appear in the mobile app for your users until you publish your Changes.
Step 3.
Now that your custom lead fields are built, you will need to select "Publish" in the bottom right corner. Publishing your changes will make them live to all users using the app.
