How to add custom fields in Leads Module?
Kylas CRM provides the user the option to add custom fields in certain Modules, which is critical for his business. For example, for a sales team selling a saas product, one of the critical data required to prioritize a lead would be the expected number of licenses that can be sold to a lead. So in this scenario, the sales manager can add a custom field number of licenses in the lead creation form.
This article covers the steps for creating a custom field under the entity Lead and also to edit/remove an existing field.
Prerequisites
- Permissions: Any user with permission to create/edit custom fields.
- Product Plans: Explore and Elevate.
- Activities to be Completed: None
Steps
Step 1
Click on 'Lead Form fields' option under the 'Leads' tab in the admin dashboard. This will lead to the page displaying the list of fields under Leads.
Step 2
Click on the 'Add' button on the top right corner of the page to open the New Custom Field form.
Step 3
Select the field type (eg: paragraph, number, etc.) and click on the 'Next' button.
Step 4
Insert the field name and check the characteristics (filterable, sort-able, etc.) and click on the 'Submit' button.
To edit the existing field click on the kebab icon (3 dots) next to the field name in the fields list. This will lead the user to the screen in step 4, where he can edit the field details.
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