A Record Set Tab is a type of a Lead Tab that displays lead data as record sets.
For more information on creating and managing your lead tabs please see our article on Managing Lead Fields.
Each record set is shown as a collapsible accordion on the lead page and shows the exact same set of lead fields. You can add or remove record sets as needed.
For example, here is an example of an "Owner" record set tab with two record sets:
To delete a record set click the Delete button on that record set, and to add a new record set click the Add New Owner button:
You can also populate the lead record sets with data imported into the CRM via the Lead Importer.
More Info: Importing To Record sets
Record set fields can also be mapped to E-Signature applications just like regular fields.
For example, to map the Owner 2 record set to Owner 2 fields in the PDF app, click the Add New Owner button on the field mapping page to add a second record set.
Then map the fields as you would normally, by dragging the fields from the 2nd record set and dropping them on the Owner 2 fields in the PDF:
More info: E-Signature Application Field Mapping
Record set Reporting
You can add the record set column in your Lead Overview report using the gear icon in the top right corner.
For each lead, the record set column displays the number of record sets with a triangle icon which you can click on to expand the record set report:
Here is an example of the expanded record set report, showing the data in each record set:
You can also export the record set data to an Excel file using the Export button at the top of the report table.
The record sets are displayed as collapsible rows in the Excel sheet.
Click on the minus sign on the left side of the sheet to collapse the record set, and the plus sign to expand it: