Lead Settings - Details

When creating a lead you can add as many optional or required questions as you need to gather extra information. To update or add new Lead Details, go to your 'Settings' from the user menu, find and click on 'Leads' then 'Details'.

Lead Details

When setting up a lead you can add fields that are optional or required. You can add as many fields as you require. These can be set up using the below fields options:

• Text
• Email Address
• URL
• Number
• Dropdown
• Checkbox
• Staff Member

How to add a Lead Detail:

Once you've accessed your Lead Detail settings you can create a new details field.

1. Click 'Create' to add your Lead Detail.
2. In the 'Name' field, label your Detail or Question as required.
3. Choose the appropriate field from the 'Question Type' dropdown.
4. If you select 'Dropdown' you will need to add your options.
5. Type the option you would like to appear, add more by clicking 'add another item'.
6. If you require this field to be completed before finalising the creation of the lead, click this checkbox. If you leave this blank, users will be able to create the lead without filling out the field.
7. Finalise by clicking 'Create'.

Now when you create a lead, these questions will be populated on your 'Create a Lead' form!

Updating a Lead Detail:

Edit your lead details at anytime by clicking into your lead detail settings, choosing the required detail and clicking the 'Update' button. Make your required edits & save your changes. Now you've added or updated your details, this will appear when creating a new lead.

Filter & Report on your Lead Details:

Filter your lead detail settings by opening your Leads from the user menu, clicking the dropdown on your filters and ticking the columns you require to view.