How to Manage Custom Fields

In Leedbooker CRM you can set up custom fields to track data that you like, in its own field.

Follow to steps to manage custom fields-

 

1. Go to LeadBooker CRM  Settings   Manage Custom Fields.

 

2. If you want to create a Custom Field, click Add Custom Field.

3. In LeadBooker CRM you can create four types of custom fields: Text, Date, Number, and Dropdown. 

View Custom Fields on Lead's List Page:

On the Lead's list page, you can view the data saved in custom fields for the leads.

View Custom Fields data for a Single Lead:

- Edit your lead Contact Details 

 

- Scroll down the page at the bottom to view the Custom Fields Widget.

Choose Custom Fields while importing third-party CRM Leads

When importing Leads from a third-party CRM, you can also choose custom fields to save their data.


Choose Custom Fields while Exporting Leads