4. Custom Lead Fields - Web

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.

TIP: Custom Lead Fields are only available on the Pro Plan. Additionally, your user's role must have the "Manage Settings" permission enabled in order to add or remove custom fields on your account.

Part 1: Create a Custom Field

This part will cover how to create and manage custom fields for your SalesRabbit account.

• To access Custom Leads Fields in the web app select "Settings" and then "Custom Lead Fields" under the Sales column.

• Build a custom field by utilizing the different field types.

• 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. You can rearrange the order of these fields by clicking and dragging the field from the three lines icon.
  • 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. 

• 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.

Part 2: Viewing Custom Fields on the Web App

This part will show how to view and add information to published custom lead fields on the Web App.

• Users can view/edit published custom lead fields by navigating to "SalesHub" -> "Leads".

• After choosing to Create or Edit a lead, the published custom fields can be found under the "Additional Info" box on the lead details page.

Part 3: Viewing Custom Fields on the Mobile App

This part will show how to view and add information to published custom lead fields on the Mobile App.

• Users will be able to view and add information to published custom lead fields on the mobile app by navigating to the bottom of any lead's detail page.

Part 4: Custom Field Filtering

Custom field filtering allows admins to select up to 5 custom fields and add them to the filters. Once enabled, only dropdown, date, time, number, and currency type custom fields are available to add to filters.

Note: Custom field filtering is currently only available for select early access accounts.

• After enabling custom field filtering, users will have access to a toggle on the custom field page ("Settings" -> "Custom Lead Fields")
• Enabling the toggle on the custom field will allow users to filter for information from that custom field on the Web App and Mobile App.
• Click "Publish" to apply changes made to custom fields.

• Custom field filtering on the Web App:

• Custom field filtering on the Mobile App:
  • Custom field filtering under the "Leads" filter:

•  
  • Custom field filtering under the "Shared Leads" filter:

Pro Tips

If necessary, add some pro tips here. This is where we would suggest things that are "best practice".

• Custom Lead Fields are extremely helpful for capturing specific pieces of information that would otherwise live in the notes section.
• Some integrations may be able map custom fields to fields in your CRM. Check the integration's help center article to see if Custom Lead Fields are something that can be sent through our supported integration.

If needed, link to the next section: Area Settings & Assignments