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 (and optionally Description).
If needed change the tab Position and Visibility and click Add:
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 will appear where you can change the tab type, name, description and the 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).
When finished click Save and your new field will be added:
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:
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 Permission
To modify the field's permissions click on the Permission 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: