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, choose a TextBox.

• For dropdown-based information, select a DropDown and define its values under the Custom Option tab.

• Use the order index feature to determine the placement of each custom field on the Add Sale Lead page, ensuring a logical and user-friendly form layout.

• Designate fields as mandatory to enforce the collection of critical information before a lead can be saved, ensuring no essential details are overlooked during entry.

• Custom fields can be disabled if no longer needed, maintaining a streamlined lead entry process.

• Once used in a sales lead, custom fields cannot be deleted to ensure data integrity and consistency in reporting.

Custom fields allow you to collect specific information tailored to your organization's needs, ensuring a comprehensive understanding of each lead and supporting personalized sales strategies. This flexibility helps capture relevant data that enhances analysis and improves sales outcomes.