Your CRM enables you to create lead tabs and lead fields in the way that suits your business the best.
The tabs and fields also come with access permissions, so that you can show or hide tabs and fields for selected user classes or user groups.
In this article, we'll show how to create and manage your lead tabs and fields. To jump to a specific topic, use the links below:
- The Manage Lead Fields Page
- Adding a New Tab
- Deleting a Tab
- Editing Tab Settings
- Editing Tab Permissions
- Managing Tab Fields
- Adding a New Field
- Deleting a Field
- Editing Field Permissions
- Move Field to a Different Tab
- Editing Field Settings
- Changing the Tabs or Fields Order
- Protected Fields
Manage Lead Fields Page
To start, open the Manage Lead Field Tabs page from the Administration page (Leads > Manage Lead Fields):
Here is a screenshot of the page with a few lead tabs such as Business Information, Financial Profile, and others:
On each tab there are action shortcuts that allow you to manage the different properties of the tab, as well as to add or remove the tab fields:
Pro tip: To get to the field management page faster click the Edit icon next to the Lead's name in V1:
In V2, you can access the page from the Actions tab:
Adding a New Tab
To add a new tab to your Lead, click Add New Lead Tab, enter the Tab Name, and select the tab Type.
If needed change the tab Position and Visibility and click Add:
For more information on lead tab types please see our article on Lead Tabs.
Deleting a Tab
To delete an existing tab, click the Delete button on that tab:
Important: Tab deletion cannot be reversed.
Editing Tab Settings
To edit the tab's settings, click Edit Tab:
A popup window now appears where you can update the tab name, type, and position:
Editing Tab Permissions
To change the tab access permissions click the Permissions button on the tab:
In the popup window that appears, select the appropriate User Classes and save your changes:
Managing Tab Fields
To manage your tab fields, click Add/Remove fields on the tab you wish to update:
The tab fields are now shown on a new page where you can edit, delete, or add new fields:
Adding a New Field
To add a new field click Add New Field:
In the popup window that appears, enter the name of the field, select the field type (e.g. Text, Dollar, Percentage, Checkbox, etc.) and click Add:
Use the Options button to enable additional functionality on your field, such as adding a field tooltip or enabling the field hyperlink.
The options listed vary by Field Type -- in some cases there are no options:
Here is a short description of the field options that are found on different types of fields:
- Enable ZIP Code AutoFill—Enables a user to automatically fill in the City, State, And ZIP fields by entering a ZIP code and selecting an option from a pick list.
- Enable Copy Button—Adds a Copy button to a field that copies the values from one set of fields to another.
- Enable Dupecheck—Enables the Dupe Checker to search for lead duplicates using this field.
- Enable Hyperlink—Adds a browser icon next to the field that opens the field's web address in a new tab.
- Enable Field Format—Formats the fields as an SSN field, a date field (99/99/9999 or 99/9999), or a ZIP code field (99999 or 99999-9999).
- Enable Tooltip—Allows you to add a field description which is displayed to the user as a tool tip when hovering over the field.
- Enable Dialer—Adds a phone icon next to the Phone field for quick dialing.
- Enable SMS—Adds an SMS icon next to the Phone field for sending SMS messages quickly.
- Enable Google Maps Search—Enables a user to view the saved address in Google Maps with a single click.
After you finish editing your field settings click Save and your new field will be added.
The field shows the basic field information including the API ID number and the field usage (i.e. the number of leads where the field has been filled in).
You can also use the action shortcuts to manage the field or delete it:
After the field is created we recommend that you preview the field on the lead page to confirm that it is aligned correctly:
You can also update the field alignments and field order right on the lead page, by clicking the Align Fields toggle button (in V1):
To do the same in V2, click the Edit Layout button under the Actions tab:
You can now rearrange your lead fields by resizing or dragging them into a new position on the page. When you're done, click Save Layout to save your changes:
Deleting a Field
To delete a field click Delete and confirm the deletion:
Important: Field deletion cannot be reversed.
Editing Field Permissions
To modify the field's permissions click on the Permissions button:
In the popup window that appears, select the Read Only, Hidden and Required options for each User Class as needed.
For the Read Only setting, it will apply only to the view lead page unless enabled by Merchant Central Support or your Merchant Central site was created after June 2021, otherwise it will also apply to the New Lead page.
When finished click Save and your new permissions will be saved:
Move Field to a Different Tab
To move a field to a different tab click Move on the field:
In the popup window that appears, select the tab that you wish to move the field to, and click the Save button:
Another popup will appear to confirm that the field has been moved. When fields are moved from one tab to another, they are always saved at the last/bottom position on the new tab.
Editing Field Settings
To modify your field settings click Edit Field:
The field settings will show up in a popup window where you can edit them and then save your changes:
Changing the Tabs or Fields Order
To change the order of your tabs or fields, simply drag and drop a tab or a field onto its new position on the Lead:
Protected Fields
Fields with certain Special settings are protected since they have specific purposes within the CRM and should not be removed. These are the Special settings that will set the field as protected:
- Business Address
- Business City
- Business State
- Business ZIP Code
- Contact Name
- Display Name
- Merchant ID
- Phone
If attempting to delete a protected field or a tab containing a protected field, a message will display and the deletion will not be allowed:
If a field has one of the protected Special settings selected, the selection cannot be changed from that field.
The field will be disabled, and the tooltip text will update its explanation (see image below).
Only when going to another field and choosing that Special option can it be updated.