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