This is currently available for Beta testing,
bundled with the Lead Field Thresholds functionality.
Contact Support to enable.
Feature Code: LEAD_SECTIONS
The Section tab is a special type of lead tab that enables users to add or remove sections of fields on the fly.
Important: Fields on a Section tab cannot be mapped to e-signature applications.
A section consists of a set of fields that were created for a specific use case, such as managing pricing plans, prodocts, or anything else that you may want to only use at certain times.
For example, here is a section tab called 'Fees' that allows a user to add one or more pricing plans using the Add Section button:
Each pricing type is displayed as a collapsible section with the appropriate fields for that plan:
The tab sections can be moved or down and deleted using the icons shown next to the section name:
Tab sections can also be used for other use cases, such as saving equipment information and similar.
By using tab sections you can avoid having to create numerous lead tabs with large numbers of fields.
Instead, the lead sections and fields are added dynamically based on each lead's specific scenario.
If needed, you can also set the minimum and maximum values a user may enter in the section's fields.
More info: Lead Field Thresholds
Add New Section Tab
To add a new section tab navigate to Manage > Manage Lead Fields and click the Add New Lead Tab button.
Then enter the tab name, select 'Sections' for the tab type, and click Add:
The new tab is now added and you can continue to configure it further using provided action shortcuts:
Add Tab Section
To add a new section to your tab click Add/Remove Sections:
Next, click Add New Section, enter the name of the section, and click OK:
The new section is now added and shown in the list of available sections:
You can now continue to configure the section further using the shortcuts in the Actions column:
The shortcuts allow you to (in order):
- View the section fields
- Set section permissions
- Update the section name
- Delete the section
Add Section Fields
To add new fields to a section tab navigate to Manage > Manage Lead Fields and click the Add/Remove Fields button on the section tab:
Next, select the section to which you wish to add new fields:
You can now begin adding new fields to the section using the Add New Field button:
When you click the button a popup window appears where you can select the field type and other field settings: