How to add New / Customize Lead Form Fields?

How to add New / Customize Lead Form Fields?


Prerequisites

  1. Permissions:  Any user with permission to create custom form fields
  2. Product Plans: All
  3. Activities to be Completed: None

Step 1: Navigate to My Profile > CRM Settings dashboard > Customization > Lead form fields 



Step 1(a): Click on Lead Form fields to add new fields or edit existing 



Step 2: Click on “Add Field” 



Step 3: Choose the field type as required under list of options given 



Step 4: Click next > fill details I.e., “Display name” & Description (if required) 



Step 5: You can choose to toggle with all or either of Filterable / Sortable field options  



Step 6: Click "Submit" 



Note:
  1. System generated fields cannot be disabled or kept inactive. Only custom fields added can be deactivated by clicking on Deactivate button
  2.  In order to updated existing form field display name, click on the required field to update name & click on Submit


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