Your CRM enables you to create and organize Lead tabs and fields in the way that suits your business the best. You can also set custom access permissions for both the tabs and the Lead fields.
In this article, we show how to create and manage your Lead tabs and fields.
To manage your Lead fields open the Manage Lead Fields page via the Manage > Administration > Leads > Manage Lead Fields menu:
You can also open the Manage Lead Fields page (for the currently selected lead tab) directly from the lead by clicking on the Edit icon next to the Lead's name:
Adding a New Tab
To add a new tab to your Lead, click Add New Lead Tab, select the tab Type, and enter the Tab Name.
If needed change the tab Position and Visibility and click Add:
For more information on tab types please see our article on Lead Tabs.
Deleting a Tab
To delete an existing tab, click on the Delete button for that tab.
Tab deletion cannot be reversed and you will be asked to confirm the deletion before the tab is permanently deleted:
Editing Tab Settings
To edit the Tab's settings, click Edit Tab:
A popup window now appears where you can change the tab type, name, and position in the lead form.
Once you've configured your tab settings click Save and the new settings will be saved:
Editing Tab Permissions
To change the tab access permissions click on the Permissions button:
In the popup window which appears, select the User Classes that will have access to the current tab and when finished click Save:
Managing Tab Fields
To manage your tab fields, click Add/Remove fields on the tab that you wish to edit:
Your existing tab fields will now be shown and you can edit/delete fields or add new ones:
Adding a New Field
To add a new field click Add New Field:
In the popup window which appears, enter the Field Label and optionally the Report Alias, Field Length, and the Default Value.
You'll also need to select the Field Type, Field Alignment, and if the field will be searchable or not.
If needed, you can also set the field to one of the Special field types (e.g. Merchant Name):
Use the Options button to enable additional functionality on your field, such as adding a field tooltip or enabling the field hyperlink:
Depending on which type of field you're creating, the Options button will show the options that are specific to that type of field.
Here is a short description of the field options that may be 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 (which shows the number of leads on which the field has been populated).
You can also use the action shortcuts to manage the field or delete it:
After the field is created it is recommended to preview it on the Lead form in order to confirm that the field is correctly aligned and appears on the Lead as expected:
You can also update the field alignments right on the lead form, by clicking the Align Fields toggle button:
Deleting a Field
To delete a field click Delete:
You will be prompted to confirm the deletion and when you do, the field will be deleted.
Editing Field Permissions
To modify the field's permissions click on the Permissions button:
In the popup window which appears, select the Read Only, Hidden and Required options for each User Class as needed.
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 which 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: