Lead Settings: Details

When setting up leads in Jobman, you can add required or optional questions as part of your lead creation process, to ensure that your sales staff are collecting all the necessary information about your leads. These are called lead details.

In this article:

Lead Details - Question Types (Fields)

Creating a Lead Detail

Updating a Lead Detail

Lead Details - Question Types (Fields)

When setting up a lead, you can add question types, or fields, that are required or optional. You can add as many fields as you need. The types of fields you can add are:

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

Creating a Lead Detail

To create a new lead detail, follow these steps:

1. From the User Menu Panel, navigate to Settings > Leads > Details:

2. Click Create.
3. Name your question, e.g. "Email Address".
4. From the Question Type drop-down, choose which kind of field to add (see above).
5. If you select Dropdown, you will need to add the dropdown options.
6. Tick the checkbox for Required if you want to make sure leads cannot be created until this detail is added. Otherwise, leave the checkbox unticked, and the detail will be optional.
7. Click Create.

Now whenever you create a lead, these questions will appear on your Leads > New form!

Updating a Lead Detail

To update a lead detail, follow these steps:

1. Navigate to Settings > Leads > Details.

2. Click into the detail you want to edit, then click Update:

   

3. Make any edits needed, then click Save Changes.