Custom Field

The Custom Fields Management feature in Robeeta Office Sale Lead offers extensive flexibility for tailoring your sales lead tracking system to meet specific business requirements. This functionality enables you to add new custom fields, edit existing ones, and delete fields as needed, allowing you to capture and manage unique pieces of information relevant to your sales process.

Field Configuration

When creating a custom field, you can specify its name and type to tailor the data entry forms to your needs. For text-based information, you can choose a TextBox, while for dropdown-based information, you can select a DropDown and define its values under the Custom Option tab. The order index feature enables you to determine the placement of each custom field on the Add Sale Lead page, ensuring that the form appears in a logical and user-friendly manner. Additionally, you can designate fields as mandatory, enforcing the collection of critical information before a lead can be saved. This ensures that no essential details are overlooked during the lead entry process.

Field Management

Custom fields can also be disabled if they are no longer relevant or needed, providing the flexibility to adjust the system as your business requirements change. This ability to enable or disable fields ensures that the lead entry process remains streamlined and relevant, preventing clutter and focusing on the most pertinent information.

Deletion Restrictions

Once a custom field has been used in one or more sales leads, it cannot be deleted from the system. This restriction is in place to protect the integrity of your data, ensuring that historical records remain complete and accurate. Preventing the deletion of fields associated with active or past leads helps maintain the consistency of your reporting and analysis, ensuring that all data remains reliable and comprehensible.

By providing these robust customization options, the Custom Fields Management feature enhances the flexibility and effectiveness of your sales lead management system. It allows you to capture and manage the precise information you need, supporting detailed analysis and informed decision-making, while maintaining the integrity and consistency of your sales data.