Creating Custom Lead Types
In GatorLeads you now have the option to create an additional 3 custom field types. These will appear on the "My Leads" tab in GatorLeads, you must have admin rights to be able to create/edit a LeadType.
Below is one of our Whatfix flows, walking you through creating custom lead types.
Please maximise the video screen to see the full flow.
Admin- System Admin- Lead Types
You are now able edit the lead types which are the tabs that appear on the leads tab. You can access the tab by following the path below and highlighted in the image above.
Admin -> System Admin -> Lead Types
Edit Lead Type Names
Highlighted in the above image you will see the custom fields, these are the fields that you are able to edit and create new fields for.
1) Custom Field- Type your text in the single line text boxes
2) Hide- If you would like the fields to be hidden as you are not quite ready to use them you can select the hide swtich
3) Reset form- If you would like to reset the form to revert back to the defaults click reset form.
4) Save- to save you changes click save.
The fields now appear on the my leads grid
As you can see from the screenshot above the custom fields have now been added to the my leads tab.
You are not able to change the names of the default fields
Just to make you aware you are not able to change the default fields name in GatorLeads.