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User Guide / Leads / How to Add a New Text Field in Lead Module?
  • How to set the Lead notification template for follow-up reminders to the assigned staff?
  • How does the Lead form work?
  • How to view leads in Kanban View?
  • How to archive leads?
  • A Beginner’s Guide To Leads Module: Everything You Need To Know
  • How to Add Lead Promoters and Assign them?
  • How to add Lead Sources?
  • How to Add a New Dropdown Field in Lead Module?
  • How to Add a New Text Field in Lead Module?
  • How to Add Status in Lead Module?
  • How to Add Options to Follow Up Details?
  • How to assign a lead?
  • How to edit the status of a lead?
  • How to view a lead?
  • How to add a lead?
  • How to edit information of the Promoters
  • How to edit Source name

    • Step 1

    To add Text Field

    Go to Lead Modules from the left menu.

    user-guide-leads-listing

    Step 2

    1. Then, click on the Settings option. You’ll see two options, Leads Settings & Leads Presets. 
    2.  You will have to choose Lead Settings.
    user-guide-module-leads-settings

    Step 3

    1. In Lead Settings, you will see various fields. You have to go to the Field Settings
    2. Here, you can see the Add Custome Text Field option, enable this option if necessary. Enter label for the text field. If you want to show this text in the table listing then enable Show in listing option.
    3. After adding text, click on the Save Settings button.
    user-guide-leads-add-text-fields

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