Custom Field
Add Custom Field:
Follow these steps to add custom fields:
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Select the “Add Custom Field” menu, from the “Master” option.
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On the “Add Custom Field” page, enter the name of the field you wish to add for salelead.
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Choose the appropriate input type for the field, such as dropdowns or text boxes.
To specify dropdown values for the input type dropdown, you must list the options within the “Option Name” field under the “Custom Option” tab.
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Specify the order in which the fields should appear on the salelead form.
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If the field is necessary for data entry, mark it as mandatory by checking the designated “Mandatory” checkbox.
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After providing all necessary details, click on the “Update” button to incorporate the field into the system.
Manage Custom Field:
The “Manage Custom Field” page lists the fields thus added.
Follow these steps to manage the custom fields:
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Select the “Manage Custom Field” menu, from the “Master” option.
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In this section, you will find field featuring “Search”, “Edit” and “Delete” functionality.
![](https://s4.sathyainfo.com/s/40c39c96f7364c6/salelead-managecustomfield/)
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In order to find a particular field, you can use the type and quicksearch filter, then hit the “Search” button.
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You can edit the field by clicking the “Tag” icon.
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On the “Edit Custom Field” page, you can modify the order index, mandatory options.
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You have the option to enable or disable a field using the “Enable” checkbox.
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If a field is disabled, it will not be visible on the salelead page.
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Click “Update” button to save the changes.
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To delete a particular field, click the “Delete” icon.
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On the “Delete Custom Field” page, type “Delete” and hit “Confirm” to delete the field.
![](https://s4.sathyainfo.com/s/5a052529684e48e/salelead-deletecustomfield/)
Note: The fields added here will be displayed on both the Add and Edit salelead pages, accessible under the “Custom” tab.